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iShares S&P 1500 Index Fund shares owned by American Capital Advisory

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

Historical chart of American Capital Advisory 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 American Capital Advisory 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 American Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9k 54 146.78
2025-06-30 $7.3k 54 136.09
2025-03-31 $6.6k 54 122.96
2024-12-31 $7.0k 54 129.61
2024-09-30 $6.8k 54 126.59

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Actively Managed Exc Total Return (GTO)
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Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Labcorp Holdings Com Shs (LH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Philip Morris International (PM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
State Street Corporation (STT)

View all positions for American Capital Advisory

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund