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iShares S&P 1500 Index Fund shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors 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 Panoramic Investment Advisors 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $658k 5.7k 115.30
2023-12-31 $591k 5.6k 105.23
2023-09-30 $539k 5.7k 94.19
2022-12-31 $496k 5.8k 84.80

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Wise Origin Bitcoin SHS
Ishares Bitcoin Tr SHS
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Panoramic Investment Advisors

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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund