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iShares S&P 1500 Index Fund shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 118 125.62

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco QQQ Trust Etf (QQQ)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund