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iShares S&P 1500 Index Fund shares owned by Griffith & Werner

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

Historical chart of Griffith & Werner investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Griffith & Werner 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 Griffith & Werner

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 1.6k 148.66
2025-03-31 $267k 2.2k 122.01
2024-12-31 $280k 2.2k 128.62

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View all positions for Griffith & Werner

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Buckingham Strategic Partners
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SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund