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

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

Historical chart of BCGM 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 BCGM 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 BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 185k 125.62
2024-06-30 $25M 213k 118.78
2024-03-31 $27M 236k 115.30
2023-12-31 $29M 280k 105.23
2023-09-30 $27M 286k 94.19
2020-12-31 $508k 5.5k 91.85

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exchange-traded Managd Mun Etf (FMB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Exxon Mobil Corporation (XOM)
Ishares Tr National Mun Etf (MUB)

View all positions for BCGM Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund