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

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

Historical chart of Xena 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 Xena 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 Xena Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 1.4k 148.69

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View all positions for Xena Financial Planning

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund