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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
2024-03-31 $219k 1.9k 115.30

More positions owned by Allen Capital Group

Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Intl Qualty (IQLT)
Etf Ser Solutions Distillate Us (DSTL)
Victory Portfolios Ii Core Intermediat (UITB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
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Spdr Ser Tr Portfolio S&p600 (SPSM)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Tidal Etf Tr Zega Buy And Hed (ZHDG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Allen Capital Group

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
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund