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iShares S&P 1500 Index Fund shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 133k 125.62
2024-06-30 $14M 121k 118.78
2024-03-31 $10M 90k 115.30

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 3000 Etf (IWV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Us Quality Grow (QGRO)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Total Usd (IUSB)
Columbia Etf Tr I Multi Sec Muni (MUST)

View all positions for Moneywise

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
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