Ulland Investment Advisors »

iShares S&P 1500 Index Fund shares owned by Ulland Investment Advisors

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

Historical chart of Ulland Investment 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 Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 85 152.94
2025-09-30 $12k 85 141.18

More positions owned by Ulland Investment Advisors

Alphabet Stock (GOOG)
NVidia Corporation Stock (NVDA)
Meta Platforms Stock (META)
Axon Enterprise Stock (AXON)
Invesco QQQ Trust ETF Etf (QQQ)
Vertiv Holdings Stock (VRT)
J.P. Morgan Equity Premium Income ETF Etf (JEPI)
Amazon.com Stock (AMZN)
J.P. Morgan Nasdaq Equity Premium Income ETF Etf (JEPQ)
Alphabet Stock (GOOGL)
Skyline Champion Corporation Stock (SKY)
Apple Stock (AAPL)
Berkshire Hathaway Stock (BRK.A)
Visa Stock (V)
Schwab U.S. Mid-Cap ETF Etf (SCHM)

View all positions for Ulland Investment Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Raymond James Financial

View all funds holding iShares S&P 1500 Index Fund