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

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

Historical chart of Edge Financial 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 Financial 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 Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 186k 145.65
2025-06-30 $25M 185k 135.02
2025-03-31 $23M 192k 122.01

More positions owned by Edge Financial Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Avantis All Int (AVNM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Edge Financial 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