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iShares S&P 1500 Index Fund shares owned by Penney Financial

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

Historical chart of Penney Financial 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 Penney Financial 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 Penney Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $507k 3.5k 145.65

More positions owned by Penney Financial

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Whitehall Fds High Div Yld (VYM)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Penney Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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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