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iShares S&P 1500 Index Fund shares owned by Mallini Complete Financial Planning

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

Historical chart of Mallini Complete Financial Planning 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 Mallini Complete Financial Planning 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 Mallini Complete Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $683k 4.2k 164.27

More positions owned by Mallini Complete Financial Planning

Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Core Bond Etf Etf (VCRB)
Vanguard Total International Stock Etf Etf (VXUS)
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)
Vanguard Esg U.s. Stock Etf Etf (ESGV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Usa Compression Partners Lp Com Unit Ltdpar Stock (USAC)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Vanguard S&p 500 Etf Etf (Principal) (VOO)
Vanguard Esg International Stock Etf Etf (VSGX)
Apple Stock (Principal) (AAPL)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Msci Usa Momentum Factor Etf Etf (Principal) (MTUM)
Ares Capital Corp Cef (ARCC)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Mallini Complete Financial Planning

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
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