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

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

Historical chart of Finley Financial 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 Finley Financial 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 Finley Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 11k 145.65
2025-06-30 $1.5M 11k 135.04
2025-03-31 $1.4M 11k 120.94
2024-12-31 $1.5M 11k 130.39

More positions owned by Finley Financial

Ishares Russell 3000 Etf Russell 3000 Etf (IWV)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Tr Core Msci Total Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Us Technology Etf U.s. Tech Etf (IYW)
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)
Ishares Us Financials Etf U.s. Finls Etf (IYF)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Tr Micro-cap Etf Micro-cap Etf (IWC)
Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU)
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK)

View all positions for Finley Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
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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