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iShares S&P 1500 Index Fund shares owned by Great Waters Wealth Management

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

Historical chart of Great Waters 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 Great Waters 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 Great Waters Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $373k 2.9k 128.63
2024-09-30 $311k 2.5k 125.62
2024-06-30 $294k 2.5k 118.78

More positions owned by Great Waters Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)

View all positions for Great Waters Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund