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iShares S&P 1500 Index Fund shares owned by Linscomb & Williams

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

Historical chart of Linscomb & Williams 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 Linscomb & Williams 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 Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 1.9k 125.62
2024-06-30 $223k 1.9k 118.76
2024-03-31 $216k 1.9k 115.28

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Wisdomtree Tr Us High Dividend (DHS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Williams-Sonoma (WSM)

View all positions for Linscomb & Williams

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund