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iShares S&P 1500 Index Fund shares owned by KPP Advisory Services

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

Historical chart of KPP Advisory Services 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 KPP Advisory Services 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 KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $949k 6.5k 145.65
2025-06-30 $905k 6.7k 135.04
2025-03-31 $818k 6.7k 122.01

More positions owned by KPP Advisory Services

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
John Hancock Exchange Traded Multifactor Mi (JHMM)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
First Tr Exchange-traded Growth Strength (FTGS)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for KPP Advisory Services

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund