Centennial Wealth Advisory »

iShares S&P 1500 Index Fund shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth Advisory 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 Centennial Wealth Advisory 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 Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 14k 145.66
2025-06-30 $2.6M 20k 133.23
2022-09-30 $1.8M 22k 79.52
2022-06-30 $14M 164k 83.78
2021-12-31 $7.2M 68k 106.97

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchange-traded Core Investment (FTCB)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
NVIDIA Corporation (NVDA)

View all positions for Centennial Wealth Advisory

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