iShares S&P 1500 Index Fund shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Welch & Forbes 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 Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 1.5k | 145.65 |
| 2024-03-31 | $236k | 2.0k | 115.30 |
| 2023-09-30 | $204k | 2.2k | 94.19 |
| 2023-06-30 | $212k | 2.2k | 97.84 |
| 2023-03-31 | $216k | 2.4k | 90.55 |