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

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

Historical chart of Francis 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 Francis 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 Francis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 2.2k 148.69

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Meta Platforms Cl A (META)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund