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

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

Historical chart of Financial Symmetry 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 Symmetry 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 Symmetry

Quarter filed Position value Share count Share price at filing
2025-09-30 $388k 2.7k 145.65
2025-06-30 $288k 2.1k 135.04
2025-03-31 $260k 2.1k 122.01

More positions owned by Financial Symmetry

Dimensional Etf Trust (DFAC)
Dimensional Etf Trust (DFAX)
Dimensional Etf Trust (DFEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Total World Stock Idx (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional International Small Cap Value ETF (DISV)
Dimensional Etf Trust (DUSB)
American Centy Etf Tr avantis emgmkt (AVEM)
Dimensional Etf Trust (DFSV)
Apple (AAPL)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFAI)

View all positions for Financial Symmetry

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