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iShares S&P 1500 Index Fund shares owned by Burling Wealth Partners

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

Historical chart of Burling Wealth 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 Burling Wealth 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 1.3k 164.30

More positions owned by Burling Wealth Partners

Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Vanguard Morningstar Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Morningstar Small-cap Etf Etf (VB)
State Street Spdr S&p 500 Etf Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Eli Lilly & Co Stock (LLY)
Vanguard Morningstar Total Stock Market Etf Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)

View all positions for Burling Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund