Mason & Associates »

iShares S&P 1500 Index Fund shares owned by Mason & Associates

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

Historical chart of Mason & Associates 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 Mason & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Mason & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $349k 2.1k 164.27
2022-03-31 $2.5M 25k 100.94

More positions owned by Mason & Associates

Ishares Tr Rus 1000 Etf (IWB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Vaneck Etf Trust Semiconductr Etf (SMH)
New York Life Investments Et Ftse Intl Eqty C (HFXI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Series Trust St Term High Etf (SJNK)
Advanced Micro Devices (AMD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Apple (AAPL)

View all positions for Mason & Associates

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners

View all funds holding iShares S&P 1500 Index Fund