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iShares S&P 1500 Index Fund shares owned by NerdWallet Wealth Partners

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

Historical chart of NerdWallet Wealth 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 NerdWallet Wealth 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 NerdWallet Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $265k 1.6k 164.27
2026-03-31 $210k 1.5k 142.43
2025-12-31 $223k 1.5k 148.69

More positions owned by NerdWallet Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)

View all positions for NerdWallet Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund