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

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

Historical chart of OLIO 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 OLIO 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 OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $523k 3.6k 145.64
2025-06-30 $485k 3.6k 135.03
2025-03-31 $438k 3.6k 122.00
2024-12-31 $461k 3.6k 128.61

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Apple (AAPL)

View all positions for OLIO Financial Planning

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