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iShares S&P 1500 Index Fund shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment 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 Advyzon Investment 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 8.8k 142.40
2025-12-31 $603k 4.1k 148.71
2025-09-30 $690k 4.7k 145.66
2025-06-30 $544k 4.0k 135.03

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Graniteshares Gold Tr Shs Ben Int (BAR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Index Shs Fds State Street Spd (SPDW)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Covington Trust Enhanced Intl (FENI)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Advyzon Investment Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund