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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

Tip: Access up to 7 years of quarterly data

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
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