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iShares S&P 1500 Index Fund shares owned by Capital Planning Advisors

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

Historical chart of Capital Planning 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 Capital Planning 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 Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $795k 6.3k 125.62
2024-06-30 $752k 6.3k 118.78
2024-03-31 $730k 6.3k 115.30
2023-12-31 $666k 6.3k 105.23

More positions owned by Capital Planning Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
Investment Managers Ser Tr I Axs Knowledge Le
Costco Wholesale Corporation (COST)

View all positions for Capital Planning Advisors

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