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

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

Historical chart of Gimbal 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 Gimbal 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 Gimbal Financial

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.1M 12k 166.28

More positions owned by Gimbal Financial

Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. Put Option (LLY)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Ishares Tr Expanded Tech (IGV)
Apple (AAPL)
Abbvie (ABBV)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
XP Cl A (XP)
Ishares Tr Ishares Semicdtr (SOXX)
Ark Etf Tr Genomic Rev Etf (ARKG)
Fidelity Covington Trust Msci Energy Idx (FENY)
Ishares Tr U.s. Tech Etf (IYW)
At&t (T)
Smucker J M Com New (SJM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Gimbal Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Betterment
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Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
AlTi Global

View all funds holding iShares S&P 1500 Index Fund