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iShares S&P 1500 Index Fund shares owned by Moser Wealth Advisors

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

Historical chart of Moser Wealth Advisors 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 Moser Wealth Advisors 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 Moser Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $23k 171 135.04
2025-03-31 $21k 171 122.01

More positions owned by Moser Wealth Advisors

Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mastercard Incorporated Cl A (MA)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Vanguard World Health Car Etf (VHT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Value Etf (VTV)

View all positions for Moser Wealth Advisors

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