Occidental Asset Management »

iShares S&P 1500 Index Fund shares owned by Occidental Asset Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management 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 Occidental Asset Management 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 Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 2.1k 145.65
2025-06-30 $288k 2.1k 135.04
2024-12-31 $284k 2.2k 128.62
2024-09-30 $291k 2.3k 125.62
2024-06-30 $275k 2.3k 118.78

More positions owned by Occidental Asset Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Cre Slct Bd Fd (BNDC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Meta Platforms Cl A (META)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 500 Val Etf (IVE)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Occidental Asset Management

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