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iShares S&P 1500 Index Fund shares owned by Strategic Financial Planning

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Strategic Financial Planning from 13F filings

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 975 287.24

More positions owned by Strategic Financial Planning

Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange-traded F Betabuildrs Us (BBUS)
American Centy Etf Tr Avantis Responsi (AVSE)
Hp (HPQ)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Spdr Ser Tr Bloomberg Emg Mk (EMHC)
Investment Managers Ser Tr I Axs Change Finan

View all positions for Strategic Financial Planning

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Morgan Stanley
Colony
Bank of America Corporation
LPL Financial
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund