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iShares S&P 1500 Index Fund shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $241k 1.7k 144.47

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Fidelity Enhanced Small Cap Etf (FESM)
Vanguard Mid Cap Etf (VO)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator Defined Wealth Shield Etf (BALT)
Ishares Russell Top 200 Etf (IWL)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund