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iShares S&P 1500 Index Fund shares owned by ShankerValleau Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by ShankerValleau Wealth Advisors from 13F filings

Historical chart of ShankerValleau Wealth Advisors 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 ShankerValleau Wealth Advisors 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 ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $920k 6.3k 145.65

More positions owned by ShankerValleau Wealth Advisors

Oracle Corporation (ORCL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund