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iShares S&P 1500 Index Fund shares owned by Warren Street Wealth Advisors

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

Historical chart of Warren Street Wealth Advisors 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 Warren Street Wealth Advisors 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 Warren Street Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 2.9k 115.30
2023-12-31 $293k 2.8k 105.23
2023-09-30 $263k 2.8k 94.19
2023-06-30 $227k 2.3k 97.84
2023-03-31 $210k 2.3k 90.55
2022-12-31 $203k 2.4k 84.99

More positions owned by Warren Street Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Em Ex St-owned (XSOE)
World Gold Tr Spdr Gld Minis (GLDM)
Wisdomtree Tr Enhncd Cmmdty St (GCC)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Chevron Corporation (CVX)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Calif Mun Bd Etf (CMF)
NVIDIA Corporation (NVDA)

View all positions for Warren Street Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund