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iShares S&P 1500 Index Fund shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $137k 1.2k 118.79
2024-03-31 $130k 1.1k 115.30
2023-09-30 $135k 1.4k 94.19
2023-06-30 $140k 1.4k 97.84
2023-03-31 $136k 1.5k 90.55

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Charles Schwab Investment Management
Wealthfront Advisers
Bank of America Corporation
LPL Financial
SigFig Wealth Management
Buckingham Asset Management
Ronald Blue Trust
Stifel Financial
Ballentine Partners
Cisco Systems

View all funds holding iShares S&P 1500 Index Fund