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iShares S&P 1500 Index Fund shares owned by TSG Advice Partners

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

Historical chart of TSG Advice Partners 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 TSG Advice Partners 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 TSG Advice Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 1.6k 142.45

More positions owned by TSG Advice Partners

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds State Street Spd (SPDW)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust State Street Spd (SPHY)

View all positions for TSG Advice Partners

Top funds holding iShares S&P 1500 Index Fund

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Ronald Blue Trust
Envestnet Asset Management
Auto-Owners Insurance
Ballentine Partners
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Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund