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iShares S&P 1500 Index Fund shares owned by Sterling Investment Counsel

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

Historical chart of Sterling Investment Counsel 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 Sterling Investment Counsel 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 Sterling Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.5k 145.60
2025-03-31 $220k 1.8k 122.01
2024-09-30 $220k 1.7k 125.63

More positions owned by Sterling Investment Counsel

Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sterling Investment Counsel

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