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iShares S&P 1500 Index Fund shares owned by Financial Strategies Group

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

Historical chart of Financial Strategies Group 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 Strategies Group 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 Strategies Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $381k 3.0k 127.48
2024-09-30 $389k 3.0k 127.95
2024-06-30 $354k 2.9k 120.95
2024-03-31 $335k 2.9k 114.40
2023-12-31 $343k 3.2k 106.83

More positions owned by Financial Strategies Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Progressive Corporation (PGR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Jp Morgan Em Etf (LEMB)
Apple (AAPL)

View all positions for Financial Strategies Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund