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iShares S&P 1500 Index Fund shares owned by Sjbenen Advisory

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

Historical chart of Sjbenen Advisory 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 Sjbenen Advisory 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 Sjbenen Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 109k 148.69

More positions owned by Sjbenen Advisory

Ishares Bitcoin Trust Etf Shs Ben Int Put Option (IBIT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Coinbase Global Com Cl A (COIN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
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JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Total (IXUS)
Proshares Tr Ultrashrt S&p500 Put Option
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Sjbenen Advisory

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund