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iShares S&P 1500 Index Fund shares owned by Xulu

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

Historical chart of Xulu investment in iShares S&P 1500 Index Fund

Apr 2015May 2015Jun 2015Jul 2015Aug 2015Sep 2015Oct 2015250k300k350k300035004000
Value ($)Share countHistorical ITOT position of Xulu Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 1500 Index Fund held by Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $317k 3.6k 87.54
2015-06-30 $388k 4.1k 95.33
2015-03-31 $260k 2.8k 93.86

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Morgan Stanley
Alliancebernstein
Bank of America Corporation
LPL Financial
Colony
Buckingham Strategic Partners
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Auto-Owners Insurance
Parallel Advisors
AlTi Global

View all funds holding iShares S&P 1500 Index Fund