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iShares S&P 1500 Index Fund shares owned by Power Wealth Management

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

Historical chart of Power Wealth Management 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 Power Wealth Management 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 Power Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $543k 3.7k 145.65
2025-06-30 $484k 3.6k 135.04
2025-03-31 $389k 3.2k 122.01
2024-12-31 $216k 1.7k 128.62

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Warner Bros Discovery Com Ser A (WBD)

View all positions for Power Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund