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iShares S&P 1500 Index Fund shares owned by My Purposeful Wealth Corp.

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by My Purposeful Wealth Corp. from 13F filings

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 124k 125.62
2024-06-30 $15M 124k 118.78
2024-03-31 $15M 126k 115.30
2023-12-31 $13M 121k 105.23
2023-09-30 $8.6M 91k 94.19
2023-06-30 $9.0M 92k 97.84
2023-03-31 $8.3M 92k 90.55
2022-12-31 $7.8M 93k 84.80

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Union Pacific Corporation (UNP)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for My Purposeful Wealth Corp.

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