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iShares S&P 1500 Index Fund shares owned by Frederick Financial Consultants

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

Historical chart of Frederick Financial Consultants 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 Frederick Financial Consultants 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 Frederick Financial Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 1.5k 148.69
2025-09-30 $225k 1.5k 145.63
2025-06-30 $215k 1.6k 135.01
2025-03-31 $202k 1.7k 121.97

More positions owned by Frederick Financial Consultants

First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Series Trust S&p Kensho Futre (FITE)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Spdr Series Trust Dj Reit Etf (RWR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Sherwin-Williams Company (SHW)
NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Proshares Tr Hd Replication (HDG)

View all positions for Frederick Financial Consultants

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