iShares S&P 1500 Index Fund shares owned by Shorepoint Capital Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Shorepoint Capital Partners
from 13F filings
Historical chart of Shorepoint Capital Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Shorepoint Capital Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Shorepoint Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $314k | 2.5k | 125.61 |
| 2024-06-30 | $296k | 2.5k | 118.76 |
| 2024-03-31 | $286k | 2.5k | 115.28 |
| 2023-09-30 | $231k | 2.5k | 94.20 |
| 2023-06-30 | $237k | 2.4k | 97.83 |
| 2023-03-31 | $220k | 2.4k | 90.56 |
| 2022-12-31 | $202k | 2.4k | 84.66 |
More positions owned by Shorepoint Capital Partners
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