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iShares S&P 1500 Index Fund shares owned by Financial Advisory Corp

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

Historical chart of Financial Advisory Corp 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 Financial Advisory Corp 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 Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.7k 145.88
2025-06-30 $256k 1.9k 134.88
2025-03-31 $232k 1.9k 122.23
2024-12-31 $244k 1.9k 128.56

More positions owned by Financial Advisory Corp

Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
DaVita (DVA)
DaVita (DVA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)

View all positions for Financial Advisory Corp

Top funds holding iShares S&P 1500 Index Fund

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Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund