PFW Advisors »

iShares S&P 1500 Index Fund shares owned by PFW Advisors

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

Historical chart of PFW 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 PFW Advisors 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 PFW Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $311k 2.7k 115.30
2023-12-31 $284k 2.7k 105.23
2023-09-30 $254k 2.7k 94.19
2023-06-30 $266k 2.7k 98.48

More positions owned by PFW Advisors

Vulcan Materials Company (VMC)
Coca-Cola Company (KO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Pgim Etf Tr Actv Hy Bd Etf (PHYL)

View all positions for PFW 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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund