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iShares S&P 1500 Index Fund shares owned by Symphony Financial Services

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

Historical chart of Symphony Financial Services 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 Symphony Financial Services 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 Symphony Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 28k 145.65
2025-06-30 $3.8M 28k 135.04
2025-03-31 $3.3M 27k 122.01
2024-12-31 $3.5M 27k 128.62
2024-09-30 $3.4M 27k 125.62
2024-06-30 $3.3M 27k 121.08

More positions owned by Symphony Financial Services

Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange Traded Nasdaq Cyb Etf (BUFR)
Principal Exchange Traded Us Mega Cp Etf (USMC)
First Tr Exchange Traded Ft Cboe Vest S& (KNG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Global X Fds Us Infr Dev Etf (PAVE)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)
First Tr Exchange Traded Etf (AIRR)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for Symphony Financial Services

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund