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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
2024-03-31 $292k 2.5k 115.29
2023-12-31 $530k 5.0k 105.23
2022-06-30 $4.6M 55k 83.78

More positions owned by Paragon Advisors

Proshares Tr Ultrapro Qqq (TQQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Proshares Tr Bitcoin Strate (BITO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Asml Holding N V N Y Registry Shs (ASML)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Broad Usd High (USHY)

View all positions for Paragon Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund