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iShares S&P 1500 Index Fund shares owned by tru Independence

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by tru Independence from 13F filings

Historical chart of tru Independence 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 tru Independence 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 tru Independence

Quarter filed Position value Share count Share price at filing
2025-09-30 $348k 2.4k 145.64
2021-06-30 $40k 410 97.56
2019-12-31 $67k 1.2k 57.31