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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