Adirondack Trust »

iShares S&P 1500 Index Fund shares owned by Adirondack Trust

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

Historical chart of Adirondack Trust 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 Adirondack Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by Adirondack Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $165k 1.3k 125.62
2024-06-30 $156k 1.3k 118.78
2024-03-31 $151k 1.3k 115.30
2023-12-31 $147k 1.3k 112.00
2023-09-30 $124k 1.3k 94.19

More positions owned by Adirondack Trust

Spdr S & P 500 Etf Trust Exchange Traded Fund - Equity (SPY)
Apple Information Technology (AAPL)
Nvidia Corp. Information Technology (NVDA)
Microsoft Corp Information Technology (MSFT)
Amazon Consumer Discretionary (AMZN)
S & P Midcap 400 Depository Receipts Etf Exchange Traded Fund - Equity (MDY)
Procter & Gamble Consumer Staples (PG)
Jpmorgan Chase & Co Financials (JPM)
Ishares Core S&p Small-cap Etf Exchange Traded Fund - Equity (IJR)
Berkshire Hathaway Inc. Del Class B Financials (BRK.B)
Ishares Tips Bond Etf Exchange Traded Fund-fixed Inc (TIP)
Eli Lilly & Co Healthcare (LLY)
Home Depot Consumer Discretionary (HD)
Johnson & Johnson Healthcare (JNJ)
Mcdonalds Corp Consumer Discretionary (MCD)

View all positions for Adirondack Trust

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund