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iShares S&P 1500 Index Fund shares owned by KWB Wealth

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 1.4k 148.69

More positions owned by KWB Wealth

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPTI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPSM)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Core Univrsl Usd (IUSB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)

View all positions for KWB Wealth

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund