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iShares S&P 1500 Index Fund shares owned by Wealthgarden F.s

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

Historical chart of Wealthgarden F.s 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 Wealthgarden F.s 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 Wealthgarden F.s

Quarter filed Position value Share count Share price at filing
2025-12-31 $280k 1.8k 151.61
2025-09-30 $272k 1.8k 146.88
2025-06-30 $255k 1.8k 138.12
2024-09-30 $19M 148k 125.62

More positions owned by Wealthgarden F.s

NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Dynamic Eqty Act (BDYN)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SJNK)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Wealthgarden F.s

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund