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iShares S&P 1500 Index Fund shares owned by JMG Financial Group

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

Historical chart of JMG Financial 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 JMG Financial 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 JMG Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $299k 2.4k 125.62
2024-06-30 $282k 2.4k 118.78
2024-03-31 $274k 2.4k 115.30
2023-12-31 $289k 2.7k 105.23

More positions owned by JMG Financial Group

Vanguard S&p 500 Etf idx (VOO)
Vanguard Mid-Cap ETF (VO)
Vanguard Europe Pacific ETF (VEA)
Schwab Strategic Tr us lrg cap etf (SCHX)
Dimensional Etf Trust (DFSV)
Spdr S&p 500 Etf (SPY)
Vanguard Emerging Markets ETF (VWO)
Dimensional Etf Trust (DFGR)
Schwab International Equity ETF (SCHF)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)

View all positions for JMG Financial Group

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund