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

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

Historical chart of Tanager 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 Tanager 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 Tanager Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $136M 930k 145.65
2025-06-30 $110M 817k 135.04
2025-03-31 $64M 525k 122.01

More positions owned by Tanager Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Preferred Securt (PFXF)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)

View all positions for Tanager Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund