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iShares S&P 1500 Index Fund shares owned by Wagner Wealth Management

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

Historical chart of Wagner Wealth Management 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 Wagner Wealth Management 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 32 148.69
2025-06-30 $6.8k 50 135.04
2025-03-31 $6.1k 50 122.02
2024-12-31 $4.1k 32 128.63

More positions owned by Wagner Wealth Management

Ab Active Etfs Short Duration H (SYFI)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ab Active Etfs High Yield Etf (HYFI)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Active Growth (JGRO)
First Tr Exchange Traded S&p Intl Divid (FID)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ab Active Etfs Us Low Volatil (LOWV)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Apple (AAPL)

View all positions for Wagner Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund