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iShares S&P 1500 Index Fund shares owned by Buttonwood Financial Advisors

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

Historical chart of Buttonwood Financial 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 Buttonwood Financial 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 Buttonwood Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 23k 115.30
2023-12-31 $2.4M 23k 105.23
2023-09-30 $2.3M 25k 94.19
2023-06-30 $1.8M 19k 97.84

More positions owned by Buttonwood Financial Advisors

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Anheuser Busch Inbev Sa Sponsored Adr (BUD)
Visa Com Cl A (V)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
Microchip Technology (MCHP)
Markel Corporation (MKL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Buttonwood Financial Advisors

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