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iShares S&P 1500 Index Fund shares owned by Granite Bay Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Granite Bay Wealth Management from 13F filings

Historical chart of Granite Bay Wealth Management 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 Granite Bay Wealth Management 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 Granite Bay Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $537k 5.5k 97.97
2023-09-30 $539k 5.5k 98.34

More positions owned by Granite Bay Wealth Management

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
John Hancock Exchange Traded Corporate Bd (JHCB)
John Hancock Exchange Traded Preferred Income (JHPI)
Global X Fds Rbtcs Artfl Inte (BOTZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr Msci India Etf (INDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pepsi (PEP)

View all positions for Granite Bay Wealth Management

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