Pinnacle Financial Group, LLC / IL »

iShares S&P 1500 Index Fund shares owned by Pinnacle Financial Group, LLC / IL

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Pinnacle Financial Group, LLC / IL from 13F filings

Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Pinnacle Financial Group, LLC / IL 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 Pinnacle Financial Group, LLC / IL

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 1.7k 125.58
2024-06-30 $206k 1.7k 118.78

More positions owned by Pinnacle Financial Group, LLC / IL

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Wisdomtree Tr Us Total Dividnd (DTD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Pinnacle Financial Group, LLC / IL

Top funds holding iShares S&P 1500 Index Fund

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Wealthfront Advisers
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