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iShares S&P 1500 Index Fund shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 2.4k 145.63
2025-06-30 $325k 2.4k 135.02
2025-03-31 $294k 2.4k 121.98
2024-12-31 $307k 2.4k 128.65

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund