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

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

Historical chart of Integrated Wealth Management 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 Integrated Wealth Management 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 Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $547k 3.7k 148.70

More positions owned by Integrated Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Growth Etf (VUG)
Aim Etf Products Trust Allianzim Us Equ (OCTW)
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Elevation Series Trust Trueshares Quart (QBER)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Pimco Etf Tr Ultra Short Govt (BILZ)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Integrated Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund