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

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

Historical chart of Quotient 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 Quotient Wealth 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 Quotient Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $261k 1.8k 145.64
2025-06-30 $285k 2.1k 135.07
2025-03-31 $247k 2.0k 122.00
2024-12-31 $304k 2.4k 128.60

More positions owned by Quotient Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Flexible Income (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Quotient Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund