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

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

Historical chart of Wealth Management 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 Wealth Management 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 Wealth Management Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $225k 1.8k 128.62
2024-09-30 $220k 1.8k 125.62
2024-06-30 $208k 1.8k 118.78
2024-03-31 $202k 1.8k 115.30

More positions owned by Wealth Management Partners

NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Dj Internt Idx (FDN)
Amazon (AMZN)
Tesla Motors (TSLA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Core S&p Us Vlu (IUSV)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Wealth Management Partners

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
Buckingham Strategic Partners
Auto-Owners Insurance
Cisco Systems
Parallel Advisors
AlTi Global
Envestnet Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund