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iShares S&P 1500 Index Fund shares owned by Portland Global Advisors

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

Historical chart of Portland Global 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 Portland Global 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 Portland Global Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 1.3k 164.25

More positions owned by Portland Global Advisors

Spdr S&p 500 Etf (SPY)
iShares S&P MidCap 400 Index (IJH)
iShares S&P 500 Index (IVV)
SPDR S&P MidCap 400 ETF (MDY)
Spdr Ser Tr shrt trsry etf (SPTS)
Vanguard Sht Term Govt Bond ETF (VGSH)
SPDR Barclays Capital Inter Term (SPTI)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
Vanguard Europe Pacific ETF (VEA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Inc core msci emkt (IEMG)
Vanguard Total Stock Market ETF (VTI)

View all positions for Portland Global Advisors

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