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iShares S&P 1500 Index Fund shares owned by Dagco

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

Historical chart of Dagco 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 Dagco 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 Dagco

Quarter filed Position value Share count Share price at filing
2024-09-30 $63k 499 125.62
2024-03-31 $58k 499 115.30
2022-03-31 $216k 2.2k 99.26
2021-12-31 $206k 1.9k 107.07

More positions owned by Dagco

Ishares Tr Core Div Grwth (DGRO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Global X Fds S&p 500 Catholic (CATH)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Cap Strength Etf (FTCS)

View all positions for Dagco

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