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iShares S&P 1500 Index Fund shares owned by Certus Wealth Management

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

Historical chart of Certus Wealth 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 Certus Wealth 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 Certus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 57k 125.62
2024-06-30 $11M 89k 118.78
2024-03-31 $11M 95k 112.47
2023-12-31 $10M 95k 105.23
2023-09-30 $8.2M 87k 94.19

More positions owned by Certus Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Certus Wealth 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