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

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

Historical chart of Activest 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 Activest 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 Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $59k 355 166.28
2026-06-30 $58k 355 164.27
2026-03-31 $51k 355 142.43
2025-12-31 $5.4k 36 148.69
2025-09-30 $5.2k 36 145.64

More positions owned by Activest Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Micron Technology (MU)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr Msci Ac Asia Etf (AAXJ)
Space Exploration Techn Corp Class A Com Stk (SPCX)
Microsoft Corporation (MSFT)

View all positions for Activest Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund