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

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

Historical chart of RCS 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 RCS 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 2.6k 145.64
2025-06-30 $361k 2.7k 135.06
2025-03-31 $307k 2.5k 122.03
2024-12-31 $262k 2.0k 128.65
2024-09-30 $417k 3.3k 125.62

More positions owned by RCS Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core Total Usd (IUSB)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for RCS 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