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iShares S&P 1500 Index Fund shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 18k 128.62
2024-09-30 $2.6M 21k 125.62
2024-06-30 $2.4M 20k 118.78
2024-03-31 $2.6M 23k 115.30
2023-12-31 $2.5M 23k 105.23
2023-09-30 $2.3M 24k 94.19
2023-06-30 $2.4M 25k 97.84
2023-03-31 $2.3M 26k 90.55
2022-12-31 $2.5M 30k 84.80
2022-09-30 $2.5M 32k 79.52
2022-06-30 $2.8M 34k 83.79
2022-03-31 $3.6M 36k 100.95
2021-12-31 $3.8M 35k 106.98
2021-09-30 $3.3M 33k 98.39
2021-06-30 $3.2M 32k 98.75
2021-03-31 $2.8M 31k 91.59
2020-12-31 $2.6M 30k 86.21
2020-09-30 $2.1M 28k 75.49
2020-06-30 $1.8M 25k 69.45
2020-03-31 $1.2M 22k 54.51
2019-12-31 $1.5M 21k 72.68
2019-09-30 $1.2M 17k 67.06
2019-06-30 $1.1M 16k 67.15
2019-03-31 $1.1M 17k 65.15
2018-12-31 $952k 17k 56.76
2018-09-30 $1.0M 16k 66.79
2018-06-30 $999k 16k 62.70
2018-03-31 $897k 15k 59.63
2017-12-31 $994k 16k 62.53
2017-09-30 $807k 14k 57.66
2017-06-30 $766k 14k 56.70
2017-03-31 $673k 13k 53.19
2016-12-31 $558k 11k 52.18
2016-09-30 $527k 11k 48.69

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Phillips Financial Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Life Planning Partners
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund