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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

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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
2024-03-31 $3.8M 33k 115.30

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
UnitedHealth (UNH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
LPL Financial
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Buckingham Asset Management
Cisco Systems
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund