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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

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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
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
3M Company (MMM)
Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund