Principle Wealth Partners »

iShares S&P 1500 Index Fund shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth 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 Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $269k 2.3k 115.30
2023-12-31 $245k 2.3k 105.23
2023-09-30 $219k 2.3k 94.19
2023-06-30 $228k 2.3k 97.84
2023-03-31 $211k 2.3k 90.55

More positions owned by Principle Wealth Partners

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
Vanguard Index Fds Total Stk Mkt (VTI)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Principle Wealth Partners

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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund