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iShares S&P 1500 Index Fund shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $63k 500 125.62
2024-06-30 $59k 500 118.78
2024-03-31 $58k 500 115.30

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Short Trm Bond (BND)
Vanguard Index Fds Total Stk Mkt (VTV)
Vanguard Index Fds Total Stk Mkt (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VO)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Total Stk Mkt (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VCIT)
Ishares Tr Rus 1000 Grw Etf (HYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for CBIZ Investment Advisory Services

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