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iShares S&P 1500 Index Fund shares owned by Dopkins Wealth Management

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

Historical chart of Dopkins Wealth Management 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 Dopkins Wealth Management 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 Dopkins Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 13k 115.31
2023-09-30 $934k 9.9k 94.19

More positions owned by Dopkins Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Dopkins Wealth Management

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund