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iShares S&P 1500 Index Fund shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA 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 LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2025-09-30 $72k 497 145.65
2025-06-30 $67k 497 135.04

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec 29 (IBDU)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for LFA - Lugano Financial Advisors SA

Top funds holding iShares S&P 1500 Index Fund

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Ballentine Partners
Auto-Owners Insurance
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View all funds holding iShares S&P 1500 Index Fund