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iShares S&P 1500 Index Fund shares owned by HighPoint Advisor

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

Historical chart of HighPoint Advisor 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 HighPoint Advisor 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 HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $41M 286k 142.43
2025-12-31 $43M 286k 148.69

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund