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iShares S&P 1500 Index Fund shares owned by Edge Advisors

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

Historical chart of Edge Advisors 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 Edge Advisors 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 Edge Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $1.3M 20k 62.47
2018-03-31 $1.1M 19k 60.42
2017-12-31 $47k 778 60.41

More positions owned by Edge Advisors

Vanguard High Dividend Yield ETF (VYM)
Spdr S&p 500 Etf (SPY)
Coca-Cola Company (KO)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Microsoft Corporation (MSFT)
iShares Russell 1000 Growth Index (IWF)
Cisco Systems (CSCO)
BP (BP)
Enterprise Products Partners (EPD)
Royal Dutch Shell
iShares Russell 2000 Index (IWM)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)

View all positions for Edge Advisors

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