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iShares S&P 1500 Index Fund shares owned by Southern Capital Advisors

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

Historical chart of Southern Capital 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 Southern Capital 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 Southern Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 1.8k 145.65
2025-06-30 $205k 1.5k 135.04

More positions owned by Southern Capital Advisors

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
United Parcel Service CL B (UPS)
Ishares Tr U.s. Fin Svc Etf (IYG)
Ishares Core Msci Emkt (IEMG)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Apple (AAPL)
Ishares Tr Us Industrials (IYJ)
Ishares Tr Us Consum Discre (IYC)
AFLAC Incorporated (AFL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Southern Capital Advisors

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