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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
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)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)

View all positions for BCGM Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund