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iShares S&P 1500 Index Fund shares owned by Carter Financial Group

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

Historical chart of Carter Financial 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 Carter Financial 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 2.5k 145.67
2025-06-30 $392k 2.9k 135.02

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Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
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View all funds holding iShares S&P 1500 Index Fund