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iShares S&P 1500 Index Fund shares owned by Laurel Wealth Advisors

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

Historical chart of Laurel Wealth 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 Laurel Wealth 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 Laurel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $149k 1.3k 115.30
2023-09-30 $25k 262 94.19
2023-06-30 $26k 262 97.84
2023-03-31 $24k 262 90.55
2022-12-31 $22k 262 84.80
2022-09-30 $21k 262 80.15
2022-06-30 $22k 262 83.97
2022-03-31 $26k 262 99.24
2021-12-31 $28k 262 106.87
2021-09-30 $26k 262 99.24
2021-06-30 $26k 262 99.24

More positions owned by Laurel Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
Home Depot (HD)
Amazon (AMZN)

View all positions for Laurel Wealth 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