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iShares S&P 1500 Index Fund shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $258k 2.5k 105.23
2023-09-30 $226k 2.4k 94.19

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Mastercard Incorporated Cl A (MA)
UnitedHealth (UNH)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Roundview Capital

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund