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

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

Historical chart of Braeburn 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 Braeburn 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 Braeburn Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 1.6k 148.67

More positions owned by Braeburn Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Uti (XLU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Amazon (AMZN)
Spdr Series Trust State Street Spd (XBI)
Simon Property (SPG)

View all positions for Braeburn Wealth Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund