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iShares S&P 1500 Index Fund shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management 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 Sterling Wealth Management 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 Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $350k 2.8k 125.60
2024-06-30 $331k 2.8k 118.80
2024-03-31 $322k 2.8k 115.31
2023-12-31 $289k 2.7k 105.23

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund