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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
2024-03-31 $202k 1.8k 115.30

More positions owned by Wealth Management Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded Dj Internt Idx (FDN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Us Vlu (IUSV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Wealth Management Partners

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