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iShares S&P 1500 Index Fund shares owned by TKG Advisors

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

Historical chart of TKG 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 TKG 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 TKG Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 21k 105.23
2023-09-30 $1.9M 21k 94.19
2023-06-30 $2.0M 21k 97.84
2023-03-31 $1.9M 21k 90.55
2022-12-31 $1.7M 20k 84.80

More positions owned by TKG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Dell Technologies CL C (DELL)
Ishares Msci Eurzone Etf (EZU)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Alphabet Cap Stk Cl C (GOOG)
Adobe Systems Incorporated (ADBE)
Marathon Oil Corporation (MRO)
salesforce (CRM)

View all positions for TKG Advisors

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