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iShares S&P 1500 Index Fund shares owned by Greenwood Capital Associates

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

Historical chart of Greenwood Capital Associates 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 Greenwood Capital Associates 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 Greenwood Capital Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 2.0k 142.43
2025-12-31 $302k 2.0k 148.69

More positions owned by Greenwood Capital Associates

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core Msci Total (IXUS)
International Business Machines (IBM)
Johnson & Johnson (JNJ)

View all positions for Greenwood Capital Associates

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund