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iShares S&P 1500 Index Fund shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth 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 Vericrest Private Wealth 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 Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.5M 30k 83.77
2022-03-31 $3.0M 30k 100.93
2021-12-31 $3.4M 31k 106.98

More positions owned by Vericrest Private Wealth

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Vericrest Private Wealth

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund