R. M. Davis »

iShares S&P 1500 Index Fund shares owned by R. M. Davis

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

Historical chart of R. M. Davis investment in iShares S&P 1500 Index Fund

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All positions including iShares S&P 1500 Index Fund held by R. M. Davis 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 R. M. Davis

Quarter filed Position value Share count Share price at filing
2023-12-31 $574k 5.5k 105.23
2023-09-30 $513k 5.5k 94.13
2023-06-30 $555k 5.7k 97.80

More positions owned by R. M. Davis

Apple (AAPL)
Spdr S&p 500 Etf (SPY)
Microsoft Corporation (MSFT)
iShares S&P MidCap 400 Index (IJH)
Alphabet Inc Class A cs (GOOGL)
Palo Alto Networks (PANW)
Berkshire Hathaway (BRK.B)
Intuit (INTU)
Vanguard Small-Cap ETF (VB)
Amazon (AMZN)
Danaher Corporation (DHR)
Amphenol Corporation (APH)
Microchip Technology (MCHP)
NVIDIA Corporation (NVDA)
Visa (V)

View all positions for R. M. Davis

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Parallel Advisors
Ballentine Partners
Cisco Systems
Stifel Financial
Buckingham Asset Management
HPM Partners
Creative Planning

View all funds holding iShares S&P 1500 Index Fund