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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
2024-03-31 $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)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)
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
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund