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iShares S&P 1500 Index Fund shares owned by Colter Lewis Investment Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Colter Lewis Investment Partners from 13F filings

Historical chart of Colter Lewis Investment 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 Colter Lewis Investment 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 Colter Lewis Investment Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 9.3k 164.27
2026-03-31 $1.3M 9.3k 142.43
2025-12-31 $1.9M 13k 148.69

More positions owned by Colter Lewis Investment Partners

Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Inf Tech Etf (VGT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Rivian Automotive Com Cl A (RIVN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Express Company (AXP)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Colter Lewis Investment Partners

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund