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

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

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services 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 Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $59M 564k 105.23
2021-12-31 $15k 139 107.91

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Msci Emrg Chn (EMXC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr TRS FLT RT BD (TFLO)
Angel Oak Funds Trust Income Etf (CARY)
Doubleline Etf Trust Mortgage Etf (DMBS)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advocacy Wealth Management Services

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Wealthfront Advisers
Bank of America Corporation
LPL Financial
SigFig Wealth Management
Buckingham Asset Management
Ronald Blue Trust
Stifel Financial
Ballentine Partners
Cisco Systems

View all funds holding iShares S&P 1500 Index Fund