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iShares S&P 1500 Index Fund shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 12k 115.30
2023-12-31 $1.3M 12k 105.23

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Ishares Tr Core Total Usd (IUSB)
Broadcom (AVGO)
TJX Companies (TJX)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)

View all positions for Spectrum Wealth Counsel

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
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund