iShares S&P 1500 Index Fund shares owned by Tradewinds Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Tradewinds Capital Management
from 13F filings
Historical chart of Tradewinds Capital 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 Tradewinds Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Tradewinds Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $468k | 4.1k | 115.31 |
| 2023-12-31 | $427k | 4.1k | 105.22 |
| 2023-09-30 | $377k | 4.0k | 94.20 |
| 2023-06-30 | $386k | 3.9k | 97.85 |
| 2023-03-31 | $358k | 3.9k | 90.55 |
| 2022-12-31 | $309k | 3.6k | 84.79 |
| 2022-09-30 | $290k | 3.6k | 79.50 |
| 2022-06-30 | $306k | 3.6k | 83.88 |
| 2022-03-31 | $377k | 3.7k | 101.07 |
| 2021-12-31 | $388k | 3.6k | 106.89 |
| 2021-09-30 | $357k | 3.6k | 98.35 |
| 2021-06-30 | $359k | 3.6k | 98.73 |
| 2021-03-31 | $325k | 3.5k | 91.63 |
| 2020-12-31 | $306k | 3.5k | 86.27 |
| 2020-09-30 | $268k | 3.5k | 75.56 |
| 2020-06-30 | $246k | 3.5k | 69.33 |
| 2020-03-31 | $203k | 3.5k | 57.23 |
| 2019-12-31 | $258k | 3.5k | 72.74 |
| 2019-09-30 | $238k | 3.5k | 67.10 |
| 2019-06-30 | $236k | 3.5k | 66.54 |
| 2019-03-31 | $228k | 3.5k | 64.28 |
| 2018-12-31 | $201k | 3.5k | 56.67 |
| 2018-09-30 | $236k | 3.5k | 66.54 |
| 2018-06-30 | $222k | 3.5k | 62.59 |
More positions owned by Tradewinds Capital Management
View all positions for Tradewinds Capital Management