Ballew Advisors »

iShares S&P 1500 Index Fund shares owned by Ballew Advisors

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

Historical chart of Ballew 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 Ballew Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Ballew Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $453k 3.9k 115.99
2024-12-31 $498k 3.9k 127.75
2024-09-30 $493k 3.9k 126.26

More positions owned by Ballew Advisors

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core S&p Scp Etf (IJR)
Global X Fds Global X Silver (SIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus Md Cp Gr Etf (IWP)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amplify Etf Tr Amplify Junior S (SILJ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Ballew 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