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iShares S&P 1500 Index Fund shares owned by Fairman Group

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

Historical chart of Fairman Group 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 Fairman Group 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 Fairman Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $57k 443 128.56
2024-09-30 $55k 441 125.68
2024-06-30 $52k 440 118.66
2024-03-31 $51k 438 115.38
2023-12-31 $46k 437 105.27

More positions owned by Fairman Group

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Accolade (ACCD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
W.R. Berkley Corporation (WRB)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fairman Group

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Life Planning Partners
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund