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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
2024-09-30 $3.4M 27k 125.62
2024-06-30 $3.3M 27k 121.08

More positions owned by Symphony Financial Services

Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Visa Com Cl A (V)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)

View all positions for Symphony Financial Services

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