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iShares S&P 1500 Index Fund shares owned by Arq Wealth Advisors

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

Historical chart of Arq Wealth 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 Arq Wealth 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 Arq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.4k 148.69
2025-09-30 $215k 1.5k 145.65

More positions owned by Arq Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Msci Usa Quality (GARP)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard World Mega Cap Val Etf (MGV)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Global X Fds Adaptive Us (AUSF)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dbx Etf Tr Xtrack Msci All (DBAW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Arq Wealth Advisors

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