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iShares S&P 1500 Index Fund shares owned by Verum Partners

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

Historical chart of Verum 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 Verum 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 1.9k 125.62
2024-06-30 $245k 2.1k 118.79
2024-03-31 $237k 2.1k 115.31
2023-12-31 $205k 2.0k 105.24

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

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