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iShares S&P 1500 Index Fund shares owned by Downshift Financial

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

Historical chart of Downshift Financial 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 Downshift Financial 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 Downshift Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $925k 6.3k 147.78

More positions owned by Downshift Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Total (IXUS)
Spdr Series Trust State Street Spd (SPYM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPTI)

View all positions for Downshift Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Auto-Owners Insurance
Ballentine Partners
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund