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iShares S&P 1500 Index Fund shares owned by Pennington Partners & Co

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

Historical chart of Pennington Partners & Co 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 Pennington Partners & Co 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 Pennington Partners & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 33k 145.65
2025-06-30 $4.5M 33k 135.04
2025-03-31 $3.2M 26k 122.01
2024-12-31 $1.3M 10k 128.62

More positions owned by Pennington Partners & Co

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lineage (LINE)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pennington Partners & Co

Top funds holding iShares S&P 1500 Index Fund

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Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund