iShares S&P 1500 Index Fund shares owned by Trademark Financial Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Trademark Financial Management
from 13F filings
Historical chart of Trademark Financial Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Trademark Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $290k | 2.0k | 148.69 |
| 2025-09-30 | $528k | 3.6k | 145.65 |
| 2025-06-30 | $477k | 3.5k | 135.04 |
| 2025-03-31 | $565k | 4.6k | 122.01 |
| 2024-12-31 | $627k | 4.9k | 128.62 |
| 2024-09-30 | $725k | 5.8k | 125.62 |
| 2024-06-30 | $739k | 6.2k | 118.78 |
| 2024-03-31 | $723k | 6.3k | 115.30 |
More positions owned by Trademark Financial Management
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