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iShares S&P 1500 Index Fund shares owned by Paragon Advisors

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

Historical chart of Paragon 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 Paragon 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 Paragon Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 2.9k 125.60
2024-06-30 $297k 2.5k 118.79
2024-03-31 $292k 2.5k 115.29
2023-12-31 $530k 5.0k 105.23
2022-06-30 $4.6M 55k 83.78

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Asml Holding N V N Y Registry Shs (ASML)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Servicenow (NOW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)

View all positions for Paragon Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund