iShares S&P 1500 Index Fund shares owned by Brian McDonald
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $21M | 142k | 148.69 |
| 2025-09-30 | $20M | 138k | 145.65 |
| 2025-06-30 | $18M | 135k | 135.04 |
| 2025-03-31 | $16M | 132k | 122.01 |
| 2024-12-31 | $17M | 131k | 128.62 |
| 2024-09-30 | $16M | 127k | 125.62 |
| 2024-06-30 | $15M | 128k | 118.78 |
| 2024-03-31 | $15M | 127k | 115.30 |
| 2023-09-30 | $12M | 122k | 94.19 |
| 2022-12-31 | $1.8M | 21k | 88.55 |
| 2022-09-30 | $2.5M | 30k | 83.95 |
| 2022-06-30 | $2.6M | 30k | 87.22 |
| 2022-03-31 | $1.8M | 18k | 99.27 |
| 2021-12-31 | $1.6M | 16k | 97.17 |
| 2021-09-30 | $204k | 2.0k | 103.71 |
| 2021-06-30 | $261k | 2.6k | 100.15 |
| 2021-03-31 | $236k | 2.5k | 96.21 |
| 2020-09-30 | $276k | 3.5k | 78.30 |
| 2020-06-30 | $207k | 2.8k | 73.51 |
| 2019-12-31 | $1.7M | 23k | 73.89 |
| 2019-09-30 | $1.6M | 24k | 67.89 |
| 2019-06-30 | $1.7M | 25k | 67.56 |
| 2019-03-31 | $2.4M | 37k | 65.78 |
| 2018-12-31 | $3.5M | 58k | 60.17 |
| 2018-09-30 | $3.6M | 58k | 62.35 |
| 2018-06-30 | $2.8M | 43k | 64.61 |
| 2018-03-31 | $3.4M | 55k | 61.74 |
| 2017-12-31 | $998k | 15k | 64.71 |
| 2017-09-30 | $2.3M | 38k | 58.81 |
| 2017-06-30 | $1.5M | 26k | 56.54 |
| 2017-03-31 | $1.1M | 20k | 54.78 |
| 2016-12-31 | $1.0M | 20k | 52.19 |