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iShares S&P 1500 Index Fund shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth 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 Sage Private Wealth 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.5k 145.62
2022-03-31 $999 12 83.33
2021-12-31 $999 12 83.33
2021-09-30 $999 12 83.33

More positions owned by Sage Private Wealth Group

WisdomTree Us Qtly Div Grt (DGRW)
First Trust - American Industrial Renaissance Rba Indl Etf (AIRR)
Fundstrat Granny Shots Us Large Cap Fundstrat Granny (GRNY)
iShares Gold Trust Ishares New (IAU)
Imgp Dbi Managed Futures Strategy Imgp Db Imanaged (DBMF)
Spdr Gold Minishares Trust Of Beneficial Interest Spdr Gld Minis (GLDM)
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT)
Vaneck Uranium And Nuclear Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Global X MLP & Energy Infrastructure Glb X Mlp Enrg I (MLPX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

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