Segment Wealth Management »

iShares S&P 1500 Index Fund shares owned by Segment Wealth Management

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

Historical chart of Segment Wealth Management 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 Segment Wealth Management 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 Segment Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 27k 145.65
2025-06-30 $3.6M 27k 135.04

More positions owned by Segment Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
S&p Global (SPGI)
Ge Vernova (GEV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Garmin SHS (GRMN)
Asml Holding N V N Y Registry Shs (ASML)
McKesson Corporation (MCK)
Exxon Mobil Corporation (XOM)

View all positions for Segment Wealth Management

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