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

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

Historical chart of Opal 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 Opal 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 Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $250k 1.8k 142.41
2025-06-30 $110k 816 135.01
2025-03-31 $100k 815 122.08
2024-06-30 $97k 815 118.75

More positions owned by Opal Wealth Advisors

Putnam Etf Trust Focused Lar Cap (PVAL)
Legg Mason Etf Invt Clearbridge Lrg (LRGE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Apple (AAPL)
Select Sector Spdr Tr State Street Ind (XLI)
Nuveen Churchill Direct Lend Com Shs (NCDL)
Spdr Index Shs Fds State Street Spd (CWI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Opal 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
SigFig Wealth Management
Ronald Blue Trust
Envestnet Asset Management
Auto-Owners Insurance
Ballentine Partners
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund