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iShares S&P 1500 Index Fund shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $67k 459 145.65

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Worthington Industries (WOR)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Worthington Stl Com Shs (WS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Huntington Bancshares Incorporated (HBAN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Enterprise Products Partners (EPD)
Verizon Communications (VZ)
JPMorgan Chase & Co. (JPM)

View all positions for Windsor Advisory Group

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