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iShares S&P 1500 Index Fund shares owned by Financial Designs Corp

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

Historical chart of Financial Designs Corp 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 Designs Corp 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 Designs Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $35M 303k 115.30
2023-12-31 $33M 314k 105.23
2023-09-30 $407k 4.3k 94.19

More positions owned by Financial Designs Corp

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Msci Total (IXUS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Invesco Actively Managed Etf Total Return (GTO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Designs Corp

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund