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iShares S&P 1500 Index Fund shares owned by LPWM

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

Historical chart of LPWM 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 LPWM 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 LPWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.4k 145.64
2024-12-31 $222k 1.7k 128.63
2024-09-30 $214k 1.7k 124.26
2024-06-30 $209k 1.7k 120.94

More positions owned by LPWM

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mdcp Val Etf (IWS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)

View all positions for LPWM

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