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iShares S&P 1500 Index Fund shares owned by Clark Asset Management

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

Historical chart of Clark Asset 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 Clark Asset 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 28k 145.65
2025-06-30 $2.8M 21k 135.04
2025-03-31 $2.5M 21k 122.01
2024-09-30 $680k 5.4k 125.62
2024-06-30 $643k 5.4k 118.78

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Clark Asset Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund