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iShares S&P 1500 Index Fund shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $967k 6.5k 148.69
2025-09-30 $987k 6.8k 145.65
2025-06-30 $915k 6.8k 135.04

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Spdr Series Trust State Stret Spdr (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Brio Consultants

Top funds holding iShares S&P 1500 Index Fund

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Ballentine Partners
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View all funds holding iShares S&P 1500 Index Fund