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iShares S&P 1500 Index Fund shares owned by Exit Wealth Advisors

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

Historical chart of Exit Wealth 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 Exit Wealth 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 Exit Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $693k 4.7k 148.68
2025-09-30 $619k 4.2k 145.67