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iShares S&P 1500 Index Fund shares owned by KKM Financial

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

Historical chart of KKM Financial 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 KKM Financial 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $441k 3.5k 125.62
2024-03-31 $405k 3.5k 115.30
2023-12-31 $369k 3.5k 105.23

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Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
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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