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iShares S&P 1500 Index Fund shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment 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 Sterling Investment 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 2.3k 145.67
2025-06-30 $203k 1.4k 142.72
2024-12-31 $200k 1.6k 128.62

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Ethereum Tr SHS (ETHA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Tips Bd Etf (TIP)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sterling Investment 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