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iShares S&P 1500 Index Fund shares owned by CliftonLarsonAllen Wealth Advisors

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

Historical chart of CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth 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 CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $17M 134k 128.62
2024-09-30 $18M 147k 125.62
2024-06-30 $18M 149k 118.78
2024-03-31 $18M 155k 115.30
2023-12-31 $16M 154k 105.23
2023-09-30 $15M 159k 94.19
2023-06-30 $16M 161k 97.84
2023-03-31 $15M 166k 90.55
2022-12-31 $15M 174k 84.80
2022-06-30 $15M 177k 83.78
2022-03-31 $18M 181k 100.94
2021-12-31 $22M 201k 106.98
2021-09-30 $2.5M 26k 98.37
2021-06-30 $21M 216k 98.76
2021-03-31 $20M 223k 91.60
2020-12-31 $21M 248k 86.22
2020-09-30 $19M 252k 75.49
2020-06-30 $18M 263k 69.44
2019-12-31 $23M 321k 72.69
2019-09-30 $28M 413k 67.07
2019-06-30 $28M 427k 66.63
2019-03-31 $28M 432k 64.40
2018-12-31 $25M 443k 56.76
2018-09-30 $31M 472k 66.63
2018-06-30 $31M 492k 62.52
2018-03-31 $30M 496k 60.46
2017-12-31 $35M 567k 61.14
2017-09-30 $31M 539k 57.63
2017-06-30 $30M 537k 55.42
2017-03-31 $31M 575k 54.03
2016-12-31 $21M 417k 51.29
2016-09-30 $19M 389k 49.53
2016-06-30 $16M 172k 95.25
2016-03-31 $13M 141k 93.36
2015-12-31 $8.9M 96k 92.86
2015-09-30 $5.8M 66k 87.59
2015-06-30 $2.2M 23k 94.45

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Life Planning Partners
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund