iShares S&P 1500 Index Fund shares owned by Retirement Capital Strategies
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Retirement Capital Strategies
from 13F filings
Historical chart of Retirement Capital Strategies investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Retirement Capital Strategies 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 Retirement Capital Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464k | 3.2k | 145.65 |
| 2025-06-30 | $430k | 3.2k | 135.04 |
| 2025-03-31 | $5.0M | 41k | 122.01 |
| 2024-12-31 | $5.2M | 41k | 128.62 |
| 2024-09-30 | $5.2M | 42k | 125.58 |
| 2024-03-31 | $4.6M | 40k | 115.30 |
| 2023-12-31 | $311k | 3.0k | 105.23 |
| 2023-09-30 | $25M | 267k | 94.19 |
| 2021-12-31 | $4.0M | 37k | 106.99 |
More positions owned by Retirement Capital Strategies
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