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iShares S&P 1500 Index Fund shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 7.5k 148.69

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr U.s. Finls Etf (IYF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Us Consum Discre (IYC)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
PNC Financial Services (PNC)
Target Corporation (TGT)
Medtronic SHS (MDT)
Merck & Co (MRK)

View all positions for Advisortrust Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Auto-Owners Insurance
Ballentine Partners
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund