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iShares S&P 1500 Index Fund shares owned by Elevation Capital Advisory

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

Historical chart of Elevation Capital 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 Elevation Capital 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 Elevation Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 19k 145.65
2025-06-30 $1.9M 14k 135.04
2024-09-30 $369k 2.9k 125.62

More positions owned by Elevation Capital Advisory

Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Principal Exchange Traded Us Mega Cp Etf (USMC)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Global X Fds Conscious Cos (KRMA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Elevation Capital 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