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iShares S&P 1500 Index Fund shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $395k 2.8k 142.45
2024-06-30 $10k 87 118.78

More positions owned by Triad Wealth Partners

Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Ishares Tr Us Treas Bd Etf (GOVT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for Triad Wealth Partners

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund