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iShares S&P 1500 Index Fund shares owned by River Street Advisors

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

Historical chart of River Street Advisors 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 River Street Advisors 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 River Street Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 3.1k 115.30
2023-12-31 $306k 2.9k 105.23

More positions owned by River Street Advisors

Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Global X Fds S&p 500 Covered (XYLD)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Caterpillar (CAT)
Eli Lilly & Co. (LLY)
Franklin Templeton Etf Tr Franklin India (FLIN)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Broadcom (AVGO)

View all positions for River Street Advisors

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