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

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

Historical chart of Arista 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 Arista 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 Arista Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $854k 5.7k 148.69
2025-09-30 $837k 5.7k 145.65
2025-06-30 $776k 5.7k 135.04

More positions owned by Arista Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Arista Wealth Management

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
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund