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iShares S&P 1500 Index Fund shares owned by Michael A. Dubis Financial Planning

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

Historical chart of Michael A. Dubis 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 Michael A. Dubis 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 Michael A. Dubis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.7M 14k 122.01

More positions owned by Michael A. Dubis Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Mega Cap Index (MGC)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Michael A. Dubis Financial Planning

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund