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iShares S&P 1500 Index Fund shares owned by Vivid Financial Management

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

Historical chart of Vivid Financial 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 Vivid Financial 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 Vivid Financial Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $4.0M 37k 106.98
2021-09-30 $3.8M 38k 98.38
2021-06-30 $3.8M 39k 98.76
2021-03-31 $3.6M 39k 91.61
2020-12-31 $3.4M 40k 86.22
2020-09-30 $3.0M 40k 75.48
2020-06-30 $3.3M 48k 69.43
2020-03-31 $2.9M 50k 57.21

More positions owned by Vivid Financial Management

Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr U.s. Tech Etf (IYW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Global Finls Etf (IXG)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Vivid Financial Management

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