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iShares S&P 1500 Index Fund shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $317k 2.6k 122.03

More positions owned by Breakwater Capital Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund