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iShares S&P 1500 Index Fund shares owned by Waterfront Wealth

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

Historical chart of Waterfront 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 Waterfront 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 1.5k 145.85
2025-06-30 $202k 1.5k 135.04

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Royce Value Trust (RVT)
Adams Express Company (ADX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Proshares Tr Large Cap Cre (CSM)
Jefferies Finl Group (JEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Commerce Bancshares (CBSH)

View all positions for Waterfront Wealth

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