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iShares S&P 1500 Index Fund shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship 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 Sound Stewardship 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 Sound Stewardship

Quarter filed Position value Share count Share price at filing
2024-03-31 $925k 8.0k 115.29
2023-12-31 $863k 8.2k 105.23
2023-09-30 $827k 8.8k 94.19
2023-06-30 $863k 8.8k 97.84
2023-03-31 $843k 9.3k 90.55
2022-12-31 $790k 9.3k 84.80

More positions owned by Sound Stewardship

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund