Centurion Wealth Management »

iShares S&P 1500 Index Fund shares owned by Centurion Wealth Management

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

Historical chart of Centurion Wealth Management 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 Centurion Wealth Management 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 Centurion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 2.9k 115.31
2023-12-31 $815k 7.7k 105.24
2023-09-30 $728k 7.7k 94.19
2023-06-30 $2.2M 22k 97.84
2023-03-31 $2.0M 22k 90.55
2022-12-31 $5.4M 63k 84.80

More positions owned by Centurion Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Total Usd (IUSB)
First Tr Value Line Divid In SHS (FVD)
NVIDIA Corporation (NVDA)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Centurion Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund