iShares S&P 1500 Index Fund shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Elevate Wealth Advisory 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 Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 103k | 145.65 |
| 2025-06-30 | $14M | 105k | 135.04 |
| 2025-03-31 | $13M | 108k | 122.01 |
| 2024-12-31 | $14M | 109k | 127.92 |
| 2024-09-30 | $14M | 108k | 125.62 |
| 2024-06-30 | $13M | 108k | 118.78 |
| 2024-03-31 | $12M | 101k | 115.30 |
| 2023-12-31 | $9.0M | 85k | 105.23 |