Bawa N Mallick Trust »

iShares S&P 1500 Index Fund shares owned by Bawa N Mallick Trust

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Bawa N Mallick Trust from 13F filings

Historical chart of Bawa N Mallick Trust 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 Bawa N Mallick Trust 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 Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 12k 148.69
2025-09-30 $1.7M 12k 145.65
2025-06-30 $1.6M 12k 135.04
2025-03-31 $1.4M 12k 122.01
2024-12-31 $1.5M 12k 128.62

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

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
Auto-Owners Insurance
Ballentine Partners
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund