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

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

Historical chart of Elevation 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 Elevation Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 6.9k 164.26
2026-03-31 $993k 7.0k 142.42

More positions owned by Elevation Wealth Management

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Deep Fission Ord
Spdr Series Trust St Str P500etf (SPYM)
Broadcom (AVGO)
Aim Etf Products Trust Allia Us Oct Etf (OCTW)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Advanced Micro Devices (AMD)

View all positions for Elevation Wealth Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund