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iShares S&P 1500 Index Fund shares owned by Paragon Financial Partners

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

Historical chart of Paragon Financial 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 Paragon Financial 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 Paragon Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 1.8k 125.62
2024-06-30 $212k 1.8k 118.78
2024-03-31 $206k 1.8k 115.30

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View all positions for Paragon Financial Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
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Alliancebernstein
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Bank of America Corporation
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Colony
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SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund