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iShares S&P 1500 Index Fund shares owned by Blue Chip Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Blue Chip Partners from 13F filings

Historical chart of Blue Chip Partners 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 Blue Chip Partners 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 Blue Chip Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $105k 833 125.69

More positions owned by Blue Chip Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
UnitedHealth (UNH)
Select Sector Spdr Tr Energy (XLE)
Home Depot (HD)
Morgan Stanley Com New (MS)
Costco Wholesale Corporation (COST)
Bank of America Corporation (BAC)
Ishares Tr National Mun Etf (MUB)
Waste Management (WM)

View all positions for Blue Chip Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund