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iShares S&P 1500 Index Fund shares owned by SPC Financial

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

Historical chart of SPC Financial 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 SPC Financial 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 SPC Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 37k 145.65
2025-06-30 $510k 3.8k 135.06
2022-12-31 $17M 197k 84.80

More positions owned by SPC Financial

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Us Br Del Se Etf (IAI)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Expanded Tech (IGV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for SPC Financial

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