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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Retirement Capital Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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