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iShares S&P 1500 Index Fund shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial 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 Pettinga Financial 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 Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 51k 115.30
2023-12-31 $5.4M 51k 105.23
2023-09-30 $346k 3.7k 94.19
2023-06-30 $208k 2.1k 97.84
2019-12-31 $1.2M 17k 72.66
2019-09-30 $1.1M 17k 67.08
2019-06-30 $775k 12k 66.64
2019-03-31 $739k 12k 64.42

More positions owned by Pettinga Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Eafe Value Etf (EFV)
Owl Rock Capital Corporation (OBDC)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)

View all positions for Pettinga Financial Advisors

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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund