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

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

Historical chart of Trevian 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 Trevian 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 Trevian Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 191k 145.65
2025-06-30 $22M 163k 135.04

More positions owned by Trevian Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northeast Bk Lewiston Me (NBN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Trevian 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