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iShares S&P 1500 Index Fund shares owned by Strategic Equity Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Strategic Equity Management from 13F filings

Historical chart of Strategic Equity Management 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 Strategic Equity Management 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 Strategic Equity Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.0M 63k 125.62
2024-06-30 $5.2M 44k 118.78
2024-03-31 $4.2M 36k 115.30
2023-12-31 $3.5M 33k 105.23
2023-09-30 $6.7M 71k 94.19

More positions owned by Strategic Equity Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Top 200 Etf (IWL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Div Grwth (DGRO)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Eafe Value Etf (EFV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Strategic Equity Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund