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iShares S&P 1500 Index Fund shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory 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 Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 238k 105.23
2023-09-30 $11M 117k 94.19
2023-06-30 $12M 119k 97.84
2023-03-31 $7.4M 82k 90.55
2022-12-31 $6.5M 76k 84.80

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund