iShares S&P 1500 Index Fund shares owned by Blue Fin Capital
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Blue Fin Capital
from 13F filings
Historical chart of Blue Fin Capital investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Blue Fin Capital 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 Blue Fin Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 12k | 105.23 |
| 2023-09-30 | $1.1M | 12k | 94.19 |
| 2023-06-30 | $1.5M | 16k | 97.84 |
| 2023-03-31 | $1.3M | 14k | 89.09 |
| 2022-12-31 | $1.1M | 13k | 84.80 |
| 2022-09-30 | $981k | 12k | 79.47 |
| 2022-06-30 | $1.0M | 12k | 83.76 |
| 2022-03-31 | $1.3M | 13k | 100.93 |
| 2021-12-31 | $1.2M | 12k | 106.93 |
| 2021-09-30 | $1.1M | 11k | 98.32 |
| 2021-06-30 | $961k | 9.7k | 98.74 |
| 2021-03-31 | $596k | 6.5k | 91.55 |
| 2020-12-31 | $546k | 6.3k | 86.11 |
| 2020-09-30 | $396k | 5.3k | 75.39 |
| 2020-06-30 | $314k | 4.5k | 69.27 |
| 2020-03-31 | $208k | 3.7k | 56.99 |
| 2019-12-31 | $243k | 3.4k | 72.43 |