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iShares S&P 1500 Index Fund shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors 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 Ibex Wealth Advisors 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $957k 6.7k 142.44
2025-06-30 $816k 6.0k 135.03
2025-03-31 $1.3M 11k 122.01
2024-12-31 $1.6M 12k 128.62

More positions owned by Ibex Wealth Advisors

Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies Common Stock (PLTR)
Williams Cos Common Stock (WMB)
Pimco Ehnanced MF Closed and MF Open (MINT)
Vertiv Holdings Common Stock (VRT)
Jackson Financial Common Stock (JXN)
F/m U S MF Closed and MF Open (TBIL)
Alphabet Common Stock (GOOGL)
Kinder Morgan Common Stock (KMI)
Applovin Corp Common Stock (APP)
Abbvie Common Stock (ABBV)
Micron Technology Common Stock (MU)

View all positions for Ibex Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
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