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

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

Historical chart of IVC 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 IVC 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 IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $364k 2.4k 148.69

More positions owned by IVC Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for IVC Wealth Advisors

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