Cornerstone Financial Management »

iShares S&P 1500 Index Fund shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial 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 Cornerstone Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Cornerstone Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $570k 4.0k 142.43

More positions owned by Cornerstone Financial Management

Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mega Cap Value Etf Etf (MGV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Mid-cap Etf Etf (VO)

View all positions for Cornerstone Financial Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund