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iShares S&P 1500 Index Fund shares owned by Financial Alternatives

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

Historical chart of Financial Alternatives 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 Financial Alternatives 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 Financial Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $532k 4.6k 115.30
2023-09-30 $448k 4.8k 94.19
2023-06-30 $451k 4.6k 97.84
2023-03-31 $417k 4.6k 90.55
2022-12-31 $391k 4.6k 84.80

More positions owned by Financial Alternatives

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Growth Etf (VUG)
Eaton Vance Risk Managed Diversified (ETJ)
Vanguard Index Fds Large Cap Etf (VV)
Home Depot (HD)

View all positions for Financial Alternatives

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