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iShares S&P 1500 Index Fund shares owned by Ervin Investment Management

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

Historical chart of Ervin Investment 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 Ervin Investment Management 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 Ervin Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 7.5k 142.43
2025-09-30 $1.1M 7.5k 145.65

More positions owned by Ervin Investment Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPTM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)
Loews Corporation (L)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
General Motors Company (GM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Markel Corporation (MKL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Exxon Mobil Corporation (XOM)
Jefferies Finl Group (JEF)

View all positions for Ervin Investment Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund