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

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

Historical chart of Detalus 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 Detalus 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 Detalus Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 8.4k 145.65
2025-06-30 $1.2M 8.7k 135.04
2025-03-31 $1.2M 9.6k 122.01
2024-12-31 $750k 5.8k 128.62
2024-09-30 $685k 5.4k 125.62

More positions owned by Detalus Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares A I Inno (BAI)
Equifax (EFX)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Byline Ban (BY)
Spdr Series Trust Port Mtg Bk Etf (SPMB)

View all positions for Detalus 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