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iShares S&P 1500 Index Fund shares owned by Silvia Mccoll Wealth Management

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

Historical chart of Silvia Mccoll Wealth Management 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 Silvia Mccoll Wealth Management 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 Silvia Mccoll Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 25k 113.14
2023-12-31 $2.6M 25k 105.23
2023-09-30 $2.3M 25k 94.19
2023-06-30 $2.4M 25k 97.84
2023-03-31 $2.2M 25k 90.55
2022-12-31 $2.1M 25k 84.80

More positions owned by Silvia Mccoll Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Costco Wholesale Corporation (COST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Silvia Mccoll Wealth Management

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
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund