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iShares S&P 1500 Index Fund shares owned by Capital Asset Managemnet

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

Historical chart of Capital Asset Managemnet 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 Capital Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 2.5k 148.69