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iShares S&P 1500 Index Fund shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $51M 442k 115.30
2023-12-31 $44M 422k 105.23
2023-09-30 $37M 388k 94.19
2023-06-30 $40M 406k 97.84
2023-03-31 $47M 517k 90.55
2022-12-31 $60M 702k 84.80
2022-09-30 $72M 901k 79.54
2022-06-30 $72M 863k 83.78
2022-03-31 $81M 849k 95.62
2021-12-31 $68M 631k 106.98
2021-09-30 $60M 611k 98.38
2021-06-30 $74M 747k 98.76
2021-03-31 $85M 929k 91.60
2020-12-31 $82M 948k 86.22
2020-09-30 $76M 1.0M 75.49
2020-06-30 $77M 1.1M 69.44
2020-03-31 $67M 1.2M 57.21
2019-12-31 $99M 1.4M 72.69
2019-09-30 $91M 1.4M 67.07
2019-06-30 $90M 1.3M 66.63
2019-03-31 $63M 977k 64.40
2018-12-31 $56M 993k 56.82
2018-09-30 $60M 896k 66.93
2018-06-30 $56M 896k 62.78
2018-03-31 $55M 913k 60.46
2017-12-31 $52M 849k 61.14
2017-09-30 $51M 879k 57.63
2017-06-30 $50M 900k 55.42
2017-03-31 $49M 913k 53.85
2016-12-31 $47M 899k 52.32
2016-09-30 $32M 657k 48.68
2016-06-30 $27M 287k 95.25
2016-03-31 $13M 138k 93.36
2015-12-31 $13M 135k 92.86

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth 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