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iShares S&P 1500 Index Fund shares owned by Allen Capital Group

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

Historical chart of Allen Capital Group 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 Allen Capital Group 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 Allen Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 1.9k 125.62
2024-06-30 $226k 1.9k 118.78
2024-03-31 $219k 1.9k 115.30

More positions owned by Allen Capital Group

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Ishares Tr Msci Intl Qualty (IQLT)
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Etf Ser Solutions Distillate Us (DSTL)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Allen Capital Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund