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iShares S&P 1500 Index Fund shares owned by Richards, Merrill & Peterson

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Richards, Merrill & Peterson from 13F filings

Historical chart of Richards, Merrill & Peterson investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by Richards, Merrill & Peterson 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 Richards, Merrill & Peterson

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 2.4k 145.65
2025-06-30 $317k 2.4k 135.04
2025-03-31 $287k 2.4k 122.01

More positions owned by Richards, Merrill & Peterson

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Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Stryker Corporation (SYK)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Meta Platforms Cl A (META)
Home Depot (HD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Raytheon Technologies Corp (RTX)

View all positions for Richards, Merrill & Peterson

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
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