Davidson Trust »

iShares S&P 1500 Index Fund shares owned by Davidson Trust

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

Historical chart of Davidson Trust 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 Davidson Trust 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 Davidson Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $369k 2.6k 142.43

More positions owned by Davidson Trust

Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Abbvie Equities (ABBV)
Vanguard Value Etf Equities (VTV)
Vanguard Growth Etf Equities (VUG)
Ishares Core Msci Tot Intl Stoc Equities (IXUS)
Abbott Laboratories Equities (ABT)
Schwab U S Large Cap Etf Equities (SCHX)
Johnson And Johnson Equities (JNJ)
Costco Wholesale Corp Equities (COST)
Ishares Core S&p 500 Equities (IVV)
Exxon Mobil Corp Equities (XOM)
Ishares Russell Mid-cap Equities (IWR)
Alphabet Inc Cap Stk Cl C Equities (GOOG)
Jpmorgan Chase & Co Equities (JPM)

View all positions for Davidson Trust

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Colony
LPL Financial
The Allstate Corporation
Buckingham Strategic Partners
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