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iShares S&P 1500 Index Fund shares owned by Twin Focus Capital Partners

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

Historical chart of Twin Focus Capital Partners 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 Twin Focus Capital Partners 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 Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 14k 105.23
2023-09-30 $499k 5.3k 94.19
2023-06-30 $519k 5.3k 97.84
2023-03-31 $480k 5.3k 90.55
2022-12-31 $449k 5.3k 84.80
2022-09-30 $565k 7.1k 79.58
2022-06-30 $595k 7.1k 83.80

More positions owned by Twin Focus Capital Partners

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Dell Technologies CL C (DELL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Twin Focus Capital Partners

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