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iShares S&P 1500 Index Fund shares owned by CFG Asset Management

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

Historical chart of CFG Asset 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 CFG Asset 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 CFG Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 157 105.23
2023-09-30 $15k 157 94.19
2023-06-30 $15k 157 97.84
2023-03-31 $14k 157 90.55
2022-12-31 $13k 157 84.80

More positions owned by CFG Asset Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Ftse All-world Ex-us Etf (VEU)
Spdr S&p 500 Etf Etf (SPY)
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Powershares Sp500 Low Volatility Etf Etf (SPLV)
Powershares Dwa Technical Leaders Portfolio Etf (PDP)
Spdr High Yield Bond Etf Etf (JNK)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Mbs Bond Etf Etf (MBB)
First Trust Nasdaq Semiconductor Etf Etf (FTXL)
First Trust Industrials/producer Durables Alphadex Fund Etf (FXR)

View all positions for CFG Asset Management

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