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iShares S&P 1500 Index Fund shares owned by Brookstone Capital Management

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

Historical chart of Brookstone Capital 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 Brookstone Capital 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 Brookstone Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 151k 125.62
2024-06-30 $18M 149k 122.20
2024-03-31 $18M 156k 115.30
2023-12-31 $30M 282k 105.23
2023-09-30 $27M 286k 93.57
2023-06-30 $29M 303k 96.78
2023-03-31 $28M 306k 91.31
2022-12-31 $27M 317k 86.04
2022-09-30 $28M 356k 79.44
2022-06-30 $33M 384k 86.37
2022-03-31 $50M 506k 98.08
2021-12-31 $59M 560k 104.65
2021-09-30 $50M 497k 99.94
2021-06-30 $47M 473k 99.88
2021-03-31 $59M 649k 91.60
2020-12-31 $63M 725k 86.22
2020-09-30 $51M 671k 75.49
2020-06-30 $37M 527k 69.44
2020-03-31 $31M 537k 57.21
2019-12-31 $44M 606k 72.69
2019-09-30 $38M 572k 67.07
2019-06-30 $38M 574k 66.63
2019-03-31 $22M 334k 64.40
2018-12-31 $16M 273k 56.76
2018-09-30 $19M 287k 66.63
2018-06-30 $17M 265k 62.52
2018-03-31 $15M 249k 60.46
2017-12-31 $15M 242k 61.14
2017-09-30 $12M 214k 57.63
2017-06-30 $11M 190k 55.42
2017-03-31 $8.1M 151k 54.03
2016-12-31 $5.1M 100k 51.29
2016-09-30 $3.0M 60k 49.52
2016-06-30 $461k 4.8k 95.31

More positions owned by Brookstone Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)
Northern Lts Fd Tr Iv Brookstone Divid (BAMD)

View all positions for Brookstone Capital Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund