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iShares S&P 1500 Index Fund shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 68k 115.30
2023-12-31 $8.5M 79k 107.70
2023-09-30 $1.9M 20k 94.19
2023-06-30 $862k 8.8k 97.84
2023-03-31 $1.0M 11k 90.55
2022-03-31 $211k 2.2k 97.64
2018-12-31 $626k 10k 62.39
2018-09-30 $2.9M 43k 66.62