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iShares S&P 1500 Index Fund shares owned by Dfpg Investments

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

Historical chart of Dfpg Investments 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 Dfpg Investments 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 Dfpg Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $910k 8.8k 103.43
2023-09-30 $1.1M 12k 94.97
2023-06-30 $1.3M 13k 100.84
2023-03-31 $267k 3.0k 90.55

More positions owned by Dfpg Investments

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Advanced Micro Devices (AMD)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)

View all positions for Dfpg Investments

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