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iShares S&P 1500 Index Fund shares owned by Urban Financial Advisory Corp

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Urban Financial Advisory Corp from 13F filings

Historical chart of Urban Financial Advisory Corp 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 Urban Financial Advisory Corp 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 Urban Financial Advisory Corp

Quarter filed Position value Share count Share price at filing
2025-03-31 $63k 512 122.08
2024-12-31 $66k 512 128.51
2024-09-30 $64k 511 125.52

More positions owned by Urban Financial Advisory Corp

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
First Tr Exchange-traded Com Shs Annual (FDM)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Urban Financial Advisory Corp

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund