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

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

Historical chart of Carrera Capital 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 Carrera Capital 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 Carrera Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 23k 145.65
2025-06-30 $2.5M 19k 135.04
2025-03-31 $1.9M 16k 122.01
2024-12-31 $759k 5.9k 128.62
2024-09-30 $584k 4.6k 125.61

More positions owned by Carrera Capital Advisors

Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Silver Tr Ishares (SLV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Ishares Tr Latn Amer 40 Etf (ILF)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Ishares Msci Sth Afr Etf (EZA)
Ishares Tr China Lg-cap Etf (FXI)
Ishares Msci Mly Etf New (EWM)

View all positions for Carrera Capital Advisors

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