iShares S&P 1500 Index Fund shares owned by Westmount Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Westmount 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 Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 11k | 148.68 |
| 2025-09-30 | $1.6M | 11k | 146.18 |
| 2025-06-30 | $1.4M | 11k | 135.03 |
| 2025-03-31 | $1.3M | 11k | 122.01 |
| 2024-12-31 | $1.4M | 11k | 128.62 |
| 2024-09-30 | $1.3M | 11k | 125.63 |
| 2024-06-30 | $1.3M | 11k | 118.95 |
| 2024-03-31 | $1.2M | 11k | 115.30 |
| 2023-12-31 | $1.1M | 11k | 105.23 |
| 2023-09-30 | $983k | 10k | 94.19 |