Colonial River Wealth Management »

iShares S&P 1500 Index Fund shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth 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 Colonial River Wealth Management 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 Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 1.5k 145.67
2025-06-30 $257k 1.9k 137.02
2022-09-30 $1.4M 18k 79.53
2022-06-30 $1.6M 19k 83.77

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Applovin Corp Com Cl A (APP)
Palantir Technologies Cl A (PLTR)
Invesco Actively Managed Exc Total Return (GTO)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Colonial River Wealth Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund