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

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

Historical chart of Wealth Alliance 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 Wealth Alliance 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 Wealth Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 7.8k 148.69
2025-09-30 $566k 3.9k 145.65
2025-06-30 $431k 3.2k 135.03
2025-03-31 $439k 3.6k 122.00

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Gold Tr Ishares New (IAU)

View all positions for Wealth Alliance

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