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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
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

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Scrnd S&p500 (XVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
3M Company (MMM)

View all positions for Retirement Capital Strategies

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund