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Pacific Excel Wealth Advisors »

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

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

Historical chart of Pacific Excel 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 Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$205k	1.4k	142.48

More positions owned by Pacific Excel Wealth Advisors

First Tr Exchange-traded Core Investment (FTCB)

Vanguard World Mega Grwth Ind (MGK)

Chevron Corporation (CVX)

First Tr Exchange Traded Nasd Tech Div (TDIV)

Vanguard World Mega Cap Val Etf (MGV)

First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)

First Tr Exchange-traded Growth Strength (FTGS)

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

First Tr Exchange-traded Limited Duration (FSIG)

First Tr Exchange-traded A Com Shs (FTA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Spdr Series Trust State Street Spd (SPYV)

First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

View all positions for Pacific Excel Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company

Wealthfront Advisers

Alliancebernstein

Bank of America Corporation

Buckingham Strategic Partners

The Allstate Corporation

Envestnet Asset Management

SigFig Wealth Management

Ronald Blue Trust

Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund

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