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iShares S&P 1500 Index Fund shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Financial Life Planners 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 Financial Life Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 205 142.70
2025-09-30 $30k 204 145.83
2024-12-31 $26k 202 128.93

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Ishares Tr Core S&p500 Etf Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies (PLTR)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Robinhood Mkts (HOOD)
Costco Wholesale Corporation (COST)
Vanguard World Fd Mega Grwth Ind Mutual fund (MGK)
SPDR S&P MidCap 400 ETF (MDY)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
SPDR Dow Jones Industrial Average ETF (DIA)
Wisdomtree Bitcoin Fd Shs Ben Int Etf (BTCW)

View all positions for Financial Life Planners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Betterment
Alliancebernstein
Morgan Stanley
Bank of America Corporation
Colony
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund