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iShares S&P 1500 Index Fund shares owned by Excelsior Advisor Network

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

Historical chart of Excelsior Advisor Network 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 Excelsior Advisor Network 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 Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 2.0k 142.43

More positions owned by Excelsior Advisor Network

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Financial Bankshares (FFIN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Aer Def Etf (ITA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Excelsior Advisor Network

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
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