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iShares S&P 1500 Index Fund shares owned by Glass Jacobson Investment Advisors

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

Historical chart of Glass Jacobson Investment 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 Glass Jacobson Investment 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 Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 29k 115.30
2023-12-31 $3.2M 30k 105.23
2023-09-30 $2.4M 25k 94.19
2023-06-30 $2.4M 25k 97.84
2022-12-31 $1.9M 23k 84.80

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)

View all positions for Glass Jacobson Investment Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund