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iShares S&P 1500 Index Fund shares owned by TSA Wealth Managment

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

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $959k 6.6k 145.65
2025-06-30 $896k 6.6k 135.04
2025-03-31 $476k 3.9k 122.01

More positions owned by TSA Wealth Managment

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for TSA Wealth Managment

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