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

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

Historical chart of Asempa 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 Asempa 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 Asempa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 16k 148.69

More positions owned by Asempa Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Asempa Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund