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iShares S&P 1500 Index Fund shares owned by Kaufman Rossin Wealth

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

Historical chart of Kaufman Rossin Wealth investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Kaufman Rossin 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 Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 119k 145.65
2025-06-30 $15M 107k 135.04
2025-03-31 $13M 102k 122.01
2024-12-31 $13M 99k 128.62

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund