Wiser Wealth Management »

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

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

Historical chart of Wiser Wealth Management 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 Wiser Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 1.2k 164.27

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Wiser Wealth Management

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