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

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

Historical chart of Financial Architects 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 Financial Architects 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 Financial Architects

Quarter filed Position value Share count Share price at filing
2024-12-31 $707k 5.5k 128.62
2024-09-30 $691k 5.5k 125.62
2024-06-30 $653k 5.5k 118.78
2024-03-31 $634k 5.5k 115.30
2023-12-31 $579k 5.5k 105.23

More positions owned by Financial Architects

Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Msci Equal Weite (EUSA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)
Spdr Ser Tr Portfli High Yld (SPHY)
Assurant (AIZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Financial Architects

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors
AlTi Global

View all funds holding iShares S&P 1500 Index Fund