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

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

Historical chart of Crewe 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 Crewe 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 Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $516k 3.5k 148.69
2025-09-30 $487k 3.3k 145.65
2025-06-30 $448k 3.3k 135.02
2025-03-31 $405k 3.3k 121.99
2021-03-31 $33k 362 91.16

More positions owned by Crewe Advisors

Ishares Tr Core S&p500 Etf (IVV)
Pacs Group Com Shs (PACS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Crewe Advisors

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund