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iShares S&P 1500 Index Fund shares owned by Polaris Financial Partners

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

Historical chart of Polaris Financial Partners 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 Polaris Financial Partners 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 Polaris Financial Partners

Quarter filed Position value Share count Share price at filing
2026-09-30 $7.0k 41 170.73

More positions owned by Polaris Financial Partners

NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Apple (AAPL)
Meta Platforms Cl A (META)
Caterpillar (CAT)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Actively Managed Exc Invesco Top Qqq (QBIG)
Micron Technology (MU)
Dell Technologies CL C (DELL)
Lam Research Corp Com New (LRCX)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vertiv Holdings Com Cl A (VRT)
Vanguard World Inf Tech Etf (VGT)

View all positions for Polaris Financial Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners

View all funds holding iShares S&P 1500 Index Fund