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

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

Historical chart of Evercore 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 Evercore Wealth Management 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 Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $208k 2.2k 94.19
2023-06-30 $216k 2.2k 97.84

More positions owned by Evercore Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Blackstone Group Inc Com Cl A (BX)
AutoZone (AZO)
Home Depot (HD)
Builders FirstSource (BLDR)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)
Alphabet Cap Stk Cl C (GOOG)
Cdw (CDW)
Accenture Plc Ireland Shs Class A (ACN)
JPMorgan Chase & Co. (JPM)

View all positions for Evercore Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
LPL Financial
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Buckingham Asset Management
Cisco Systems
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund