iShares S&P 1500 Index Fund shares owned by Fortis Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors 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 Fortis Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Fortis Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.6k | 31 | 115.29 |
2019-06-30 | $60k | 896 | 66.96 |
2019-03-31 | $57k | 892 | 63.90 |
2018-12-31 | $50k | 887 | 56.37 |
2018-09-30 | $35k | 527 | 66.41 |
2018-06-30 | $33k | 525 | 62.86 |
2018-03-31 | $32k | 525 | 60.95 |
2017-12-31 | $32k | 523 | 61.19 |
2017-09-30 | $30k | 518 | 57.92 |