Balboa Wealth Partners »

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

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

Historical chart of Balboa 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 Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Balboa Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 1.3k 164.27

More positions owned by Balboa Wealth Partners

Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Micron Technology (MU)
Alphabet Cap Stk Cl C (GOOG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Sterling Construction Company (STRL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Balboa Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund