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iShares S&P 1500 Index Fund shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners 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 Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $313k 2.5k 125.62
2024-06-30 $215k 1.8k 118.78

More positions owned by Ascent Wealth Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Automatic Data Processing (ADP)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Cl A (ACN)
Abbvie (ABBV)
Ishares Core Msci Emkt (IEMG)
UnitedHealth (UNH)
Oracle Corporation (ORCL)

View all positions for Ascent Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund