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iShares S&P 1500 Index Fund shares owned by B&l Asset Management

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

Historical chart of B&l Asset 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 B&l Asset 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 B&l Asset Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $243k 1.5k 166.28

More positions owned by B&l Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Travelers Companies (TRV)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Palo Alto Networks (PANW)
Agnico (AEM)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Thermo Fisher Scientific (TMO)
Dell Technologies CL C (DELL)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for B&l Asset Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund