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iShares S&P 1500 Index Fund shares owned by Winter & Associates

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

Historical chart of Winter & Associates 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 Winter & Associates 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 Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.1M 7.8k 144.32

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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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Envestnet Asset Management
Auto-Owners Insurance
Ballentine Partners
AlTi Global
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund