Wellington-altus Usa »

iShares S&P 1500 Index Fund shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa 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 Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 11k 142.43
2026-03-31 $1.8M 11k 164.27
2025-12-31 $1.3M 8.4k 148.69

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners

View all funds holding iShares S&P 1500 Index Fund