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iShares S&P 1500 Index Fund shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services 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 Winch Advisory Services 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 Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 415 145.51
2025-06-30 $56k 413 135.18
2025-03-31 $50k 412 122.07

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
NVIDIA Corporation (NVDA)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Ishares Short Treasury Bond Etf Etf (SHV)
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)
JPMorgan Chase & Co. (JPM)
Visa (V)

View all positions for Winch Advisory Services

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