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iShares S&P 1500 Index Fund shares owned by Moment Partners

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

Historical chart of Moment Partners 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 Moment Partners 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 Moment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $528k 3.6k 145.65
2025-06-30 $483k 3.6k 135.04
2025-03-31 $597k 4.9k 122.01

More positions owned by Moment Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Intrmd (SPIB)
First Tr Exchange-traded SHS (FVD)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Moment Partners

Top funds holding iShares S&P 1500 Index Fund

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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