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iShares S&P 1500 Index Fund shares owned by Heritage Investment Group

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

Historical chart of Heritage Investment Group 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 Heritage Investment Group 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 Heritage Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 2.0k 115.15
2023-12-31 $211k 2.0k 105.18
2022-12-31 $232k 2.7k 84.80

More positions owned by Heritage Investment Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Heritage Investment Group

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund