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iShares S&P 1500 Index Fund shares owned by SFM

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

Historical chart of SFM 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 SFM 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 SFM

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 14k 164.27

More positions owned by SFM

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)
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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Cap Index (MGC)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for SFM

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
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund