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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
2024-03-31 $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)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Schwab Fdt Us Lg (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)
Ishares Jp Morgan Em Etf (LEMB)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Financial Strategies Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund