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iShares S&P 1500 Index Fund shares owned by Mpwm Advisory Solutions

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Mpwm Advisory Solutions from 13F filings

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $74k 510 145.65
2025-06-30 $69k 510 135.04
2025-03-31 $6.0k 49 122.00
2024-12-31 $9.6k 75 128.61

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
Spdr Portfolio MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPTL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Innovator Equity MF Closed and MF Open (SFLR)
Industrial Select MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
Ishares Russell MF Closed and MF Open (IWM)
Victoryshares Us MF Closed and MF Open (CDL)
Ishares Msci MF Closed and MF Open (INDA)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
Ishares Treasury MF Closed and MF Open (TFLO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

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