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iShares S&P 1500 Index Fund shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $76k 513 148.76
2022-06-30 $210k 2.5k 83.79

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Silver Cef (PSLV)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Deere & Co Stock (DE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Tapestry Stock (TPR)
Ingredion Stock (INGR)
General Dynamics Corp Stock (GD)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Basepoint Wealth

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund