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iShares S&P 1500 Index Fund shares owned by Avid Wealth Partners

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

Historical chart of Avid Wealth Partners 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 Avid Wealth Partners 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 Avid Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $517k 3.6k 142.43
2025-03-31 $949k 7.8k 122.01
2024-12-31 $312k 2.4k 128.62
2024-09-30 $306k 2.4k 125.62
2024-06-30 $266k 2.2k 118.78

More positions owned by Avid Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Vanguard World Mega Cap Val Etf (MGV)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Global X Uranium (URA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Msci Gbl Gold Mn (RING)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr National Mun Etf (MUB)

View all positions for Avid Wealth Partners

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