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iShares S&P 1500 Index Fund shares owned by Passive Capital Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Passive Capital Management from 13F filings

Historical chart of Passive Capital Management 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 Passive Capital Management 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 Passive Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 2.0k 145.65
2025-06-30 $277k 2.0k 135.00
2025-03-31 $250k 2.0k 122.01

More positions owned by Passive Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
American Century Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Century Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Short Duration (DFSD)
American Century Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Century Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Passive Capital Management

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