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iShares S&P 1500 Index Fund shares owned by SVRN Asset Management

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

Historical chart of SVRN Asset 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 SVRN Asset 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 SVRN Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $329k 2.0k 164.27

More positions owned by SVRN Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ea Series Trust Mili Long Sh Etf (ORR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for SVRN Asset Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund