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iShares S&P 1500 Index Fund shares owned by Cogent Strategic Wealth

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

Historical chart of Cogent Strategic Wealth 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 Cogent Strategic Wealth 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 Cogent Strategic Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 11k 150.95

More positions owned by Cogent Strategic Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Cogent Strategic Wealth

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Betterment
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Buckingham Strategic Partners
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Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund