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

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

Historical chart of Base 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 Base 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 Base Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 8.8k 145.65

More positions owned by Base Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Hci (HCI)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Core Balanced SHS (CGBL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Franklin Templeton Etf Tr Income Focus Etf (INCM)
Ishares Tr Core High Dv Etf (HDV)
Fidelity Covington Trust High Divid Etf (FDVV)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Ultra Short Govt (BILZ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Base 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