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iShares S&P 1500 Index Fund shares owned by Stephenson & Company

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

Historical chart of Stephenson & Company 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 Stephenson & Company 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 Stephenson & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 13k 125.62
2024-06-30 $1.6M 13k 118.78
2024-03-31 $1.5M 13k 115.30
2023-12-31 $1.4M 13k 105.23

More positions owned by Stephenson & Company

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Stephenson & Company

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
Buckingham Strategic Partners
Auto-Owners Insurance
Cisco Systems
Parallel Advisors
AlTi Global
Envestnet Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund