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iShares S&P 1500 Index Fund shares owned by Tradewinds

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

Historical chart of Tradewinds 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 Tradewinds 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 Tradewinds

Quarter filed Position value Share count Share price at filing
2024-09-30 $340k 2.7k 125.63
2024-06-30 $259k 2.2k 118.77
2023-09-30 $207k 2.2k 94.18
2023-06-30 $223k 2.3k 97.84
2023-03-31 $207k 2.3k 90.53
2022-06-30 $203k 2.4k 83.68