iShares S&P 1500 Index Fund shares owned by TFC Financial Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by TFC Financial Management
from 13F filings
Historical chart of TFC Financial Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by TFC Financial Management 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 TFC Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 26k | 125.62 |
| 2024-06-30 | $3.1M | 26k | 118.78 |
| 2024-03-31 | $3.2M | 28k | 115.30 |
| 2023-12-31 | $2.9M | 28k | 105.23 |
| 2023-09-30 | $2.6M | 27k | 94.19 |
| 2023-06-30 | $2.7M | 27k | 97.84 |
| 2023-03-31 | $2.3M | 26k | 90.55 |
| 2022-12-31 | $2.3M | 27k | 84.80 |
| 2022-09-30 | $2.2M | 28k | 79.54 |
| 2022-06-30 | $2.3M | 28k | 83.77 |
| 2022-03-31 | $2.8M | 28k | 100.94 |
| 2021-12-31 | $1.9M | 18k | 106.96 |
| 2021-09-30 | $1.3M | 14k | 98.36 |