Nova R Wealth »

iShares S&P 1500 Index Fund shares owned by Nova R Wealth

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

Historical chart of Nova R Wealth 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 Nova R Wealth 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 Nova R Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $260k 1.7k 148.66

More positions owned by Nova R Wealth

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Msci Eafe (IEFA)
Intuitive Surgical Com New (ISRG)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Blackrock Health Sciences Trust (BME)
American Centy Etf Tr Avantis All Eqt (AVGE)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr U S Equity Factr (LRGF)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Nova R Wealth

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund