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iShares S&P 1500 Index Fund shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic Wealth 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 Journey Strategic Wealth 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 12k 125.62

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

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