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iShares S&P 1500 Index Fund shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 7.6k 135.04
2025-06-30 $1.0M 7.6k 135.04

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

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