Unique Wealth »

iShares S&P 1500 Index Fund shares owned by Unique Wealth

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

Historical chart of Unique Wealth 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 Unique Wealth 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 Unique Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 21k 148.69
2025-09-30 $2.9M 20k 145.65
2025-06-30 $2.7M 20k 135.04
2025-03-31 $3.6M 29k 122.01

More positions owned by Unique Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Transform System (PWRD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Unique Wealth

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
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