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iShares S&P 1500 Index Fund shares owned by Alpha Financial Advisors

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

Historical chart of Alpha Financial 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 Alpha Financial 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 Alpha Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 1.6k 145.65
2025-06-30 $213k 1.6k 135.04
2024-12-31 $203k 1.6k 128.62

More positions owned by Alpha Financial Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
T Rowe Price Etf Us Equity Resear (TSPA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Small Cap Val (DFSV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Dimensional Etf Trust Us Equity Market (DFUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares U S Etf Tr Short Duration B (NEAR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Alpha Financial Advisors

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund