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iShares S&P 1500 Index Fund shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $822 5 164.40

More positions owned by Bernard Wealth Management Corp.

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View all positions for Bernard Wealth Management Corp.

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
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Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners

View all funds holding iShares S&P 1500 Index Fund