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iShares S&P 1500 Index Fund shares owned by PFG Investments

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

Historical chart of PFG Investments 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 PFG Investments 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 PFG Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 13k 115.30
2023-12-31 $1.3M 12k 105.23
2023-09-30 $948k 10k 94.19
2023-06-30 $981k 10k 97.84
2023-03-31 $725k 8.0k 90.55

More positions owned by PFG Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Dynamic Income SHS (PDI)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for PFG Investments

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

View all funds holding iShares S&P 1500 Index Fund