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iShares S&P 1500 Index Fund shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $772k 5.3k 145.65
2025-06-30 $739k 5.5k 135.04

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Netflix (NFLX)
Ge Aerospace Com New (GE)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Ishares Tr Hdg Msci Eafe (HEFA)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Spdr Series Trust Nuveen Ice Short (SHM)
Palantir Technologies Cl A (PLTR)

View all positions for Precision Wealth Strategies

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