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iShares S&P 1500 Index Fund shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp 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 Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 19k 145.65
2025-06-30 $2.2M 16k 135.04
2025-03-31 $2.0M 16k 122.01
2024-12-31 $1.8M 14k 128.62

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Strategy Cl A New (MSTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Consolidated Portfolio Review Corp

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