Strategic Equity Management »

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
2024-03-31 $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)
Ishares Tr Rus Top 200 Etf (IWL)
Blackrock Etf Trust Ii Flexible Income (BINC)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Timothy Plan Hig Dv Stk Etf (TPHD)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Strategic Equity Management

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
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund