Aureus Asset Management »

iShares S&P 1500 Index Fund shares owned by Aureus Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Aureus Asset Management from 13F filings

Historical chart of Aureus Asset Management 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 Aureus Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Aureus Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 4.0k 105.23
2023-09-30 $431k 4.6k 94.19
2023-06-30 $447k 4.6k 97.84
2023-03-31 $414k 4.6k 90.55
2022-12-31 $388k 4.6k 84.80

More positions owned by Aureus Asset Management

Microsoft Corporation Stock (MSFT)
Amazon.Com Stock (AMZN)
Blackstone Group Stock (BX)
Alphabet Inc. Class A Stock (GOOGL)
Apple Stock (AAPL)
Visa Inc. Class A Stock (V)
Charles Schwab Corporation Stock (SCHW)
Unitedhealth Group Incorporated Stock (UNH)
Meta Platforms Stock (META)
S&P Global Stock (SPGI)
Adobe Systems Incorporated Stock (ADBE)
Salesforce.Com Stock (CRM)
American Tower Corporation Reit (AMT)
Booz Allen Hamilton Holding Corporation Class A Stock (BAH)
Charter Communications, Inc. Class A Stock (CHTR)

View all positions for Aureus Asset Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund