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iShares S&P 1500 Index Fund shares owned by Finhabits Advisors

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

Historical chart of Finhabits Advisors 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 Finhabits Advisors 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 Finhabits Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $20M 132k 148.69

More positions owned by Finhabits Advisors

Ishares Core S&p Ttl Stk Etf (ITOT)
Vanguard Shrt Trm Corp Bd Etf (VCSH)
Ishares Iboxx Inv Cp Etf (LQD)
Vanguard Intl Equity Index F Etf (VWO)
Vanguard Strm Infproidx Etf (VTIP)
Blackrock Ishares Us Equit Etf (DYNF)
Vanguard Ftse Dev Mkt Etf (VEA)
Goldman Sachs Acces Treasury Etf (GBIL)
Ishares Jpmorgan Usd Emg Etf (EMB)
Vanguard Mtg-bkd Secs Etf (VMBS)
Vanguard Mun Bd Tax Exempt Etf (VTEB)
Vanguard Real Estate Etf (VNQ)
Blackrock Ishares Flexible Etf (BINC)
Ishares Short Duration B Etf (NEAR)
Etfs Physcl Gold Etf (SGOL)

View all positions for Finhabits Advisors

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund