Defined Wealth Management »

iShares S&P 1500 Index Fund shares owned by Defined Wealth Management

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

Historical chart of Defined Wealth 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 Defined Wealth 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 Defined Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 1.8k 125.62
2024-06-30 $216k 1.8k 118.78
2024-03-31 $210k 1.8k 115.30
2020-12-31 $2.0k 27 74.07

More positions owned by Defined Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Core Msci Emkt (IEMG)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Defined Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund