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iShares S&P 1500 Index Fund shares owned by Cooper/haims Advisors

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

Historical chart of Cooper/haims 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 Cooper/haims 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 Cooper/haims Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $975k 6.6k 148.69

More positions owned by Cooper/haims Advisors

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Paychex (PAYX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Cooper/haims Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
SigFig Wealth Management
Envestnet Asset Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund