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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
2024-03-31 $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)
Spdr S&p 500 Etf (SPY)
Dimensional Etf Trust (DFSV)
Vanguard Emerging Markets ETF (VWO)
iShares Russell Midcap Index Fund (IWR)
Sch Us Mid-cap Etf etf (SCHM)
Schwab International Equity ETF (SCHF)
Dimensional Etf Trust (DFGR)
Dimensional International Core Equity 2 ETF (DFIC)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Total Stock Market ETF (VTI)
Vanguard Large-Cap ETF (VV)

View all positions for JMG Financial Group

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