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iShares S&P 1500 Index Fund shares owned by Baer Investment Advisory

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

Historical chart of Baer Investment Advisory 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 Baer Investment Advisory 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 Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $12M 19k 621.70

More positions owned by Baer Investment Advisory

Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM)
Amphenol Corp Cl A (APH)
Amazon (AMZN)
Emcor (EME)
Intuit (INTU)
Veeva Sys Cl A Com (VEEV)
Analog Devices (ADI)
CoStar (CSGP)
Curtiss-Wright (CW)
Deere & Company (DE)
NVIDIA Corporation (NVDA)
Texas Instruments Incorporated (TXN)
Apple (AAPL)
Costco Wholesale Corporation (COST)
United Rentals (URI)

View all positions for Baer Investment Advisory

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