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iShares S&P 1500 Index Fund shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office 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 Callan Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 24k 115.30
2023-09-30 $1.9M 21k 94.19
2023-06-30 $1.7M 18k 97.84
2023-03-31 $1.4M 15k 90.55
2022-12-31 $1.3M 15k 84.80

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Callan Family Office

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund