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iShares S&P 1500 Index Fund shares owned by SkyOak Wealt

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

Historical chart of SkyOak Wealt 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 SkyOak Wealt 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 SkyOak Wealt

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 2.1k 115.32
2023-12-31 $223k 2.1k 105.25

More positions owned by SkyOak Wealt

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Microsoft Corporation (MSFT)

View all positions for SkyOak Wealt

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund