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iShares S&P 1500 Index Fund shares owned by Bauman Advisory Group

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

Historical chart of Bauman Advisory Group 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 Bauman Advisory Group 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 Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $481k 3.2k 148.68

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Shares Represent (IAUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Apple (AAPL)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Zacks Trust Small/mid Cap (SMIZ)

View all positions for Bauman Advisory Group

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund