Capital Planning Advisors »

iShares S&P 1500 Index Fund shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning 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 Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $666k 6.3k 105.23

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Investment Managers Ser Tr Knwldl Ld Etf (KLDW)
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

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
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund