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iShares S&P 1500 Index Fund shares owned by Paladin Advisory Group

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

Historical chart of Paladin Advisory Group 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 Paladin Advisory Group 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 Paladin Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 273 145.84
2025-06-30 $37k 273 134.99
2025-03-31 $28k 231 122.25

More positions owned by Paladin Advisory Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Paladin Advisory Group

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund