49 Wealth Management »

iShares S&P 1500 Index Fund shares owned by 49 Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth 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 49 Wealth Management 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $449k 3.1k 145.63
2025-06-30 $331k 2.5k 135.05
2025-03-31 $299k 2.4k 121.99

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund