iShares S&P 1500 Index Fund shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth 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 Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 33k | 145.72 |
| 2025-06-30 | $4.5M | 33k | 135.04 |
| 2025-03-31 | $4.0M | 33k | 122.01 |
| 2024-12-31 | $4.3M | 33k | 128.62 |
| 2024-09-30 | $4.2M | 33k | 125.62 |
| 2024-06-30 | $3.9M | 33k | 118.78 |
| 2024-03-31 | $3.8M | 33k | 115.30 |
More positions owned by Up Strategic Wealth Investment Advisors
View all positions for Up Strategic Wealth Investment Advisors