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

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

Historical chart of CliftonLarsonAllen 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 CliftonLarsonAllen 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 154k 105.23
2023-09-30 $15M 159k 94.19
2023-06-30 $16M 161k 97.84
2023-03-31 $15M 166k 90.55
2022-12-31 $15M 174k 84.80
2022-06-30 $15M 177k 83.78
2022-03-31 $18M 181k 100.94
2021-12-31 $22M 201k 106.98
2021-09-30 $21M 210k 98.38
2021-06-30 $21M 216k 98.76
2021-03-31 $20M 223k 91.60
2020-12-31 $21M 248k 86.22
2020-09-30 $19M 252k 75.49
2020-06-30 $18M 263k 69.44
2019-12-31 $23M 321k 72.69
2019-09-30 $28M 413k 67.07
2019-06-30 $28M 427k 66.63
2019-03-31 $28M 432k 64.40
2018-12-31 $25M 443k 56.76
2018-09-30 $31M 472k 66.63
2018-06-30 $31M 492k 62.52
2018-03-31 $30M 496k 60.46
2017-12-31 $35M 567k 61.14
2017-09-30 $31M 539k 57.63
2017-06-30 $30M 537k 55.42
2017-03-31 $31M 575k 54.03
2016-12-31 $21M 417k 51.29
2016-09-30 $19M 389k 49.53
2016-06-30 $16M 172k 95.25
2016-03-31 $13M 141k 93.36
2015-12-31 $8.9M 96k 92.86
2015-09-30 $5.8M 66k 87.59
2015-06-30 $2.2M 23k 94.45

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)

View all positions for CliftonLarsonAllen Wealth 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