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iShares S&P 1500 Index Fund shares owned by McClarren Financial Advisors

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

Historical chart of McClarren Financial Advisors 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 McClarren Financial Advisors 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 McClarren Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $721k 5.7k 125.63
2024-06-30 $679k 356 1907.30
2024-03-31 $762k 577 1320.62
2023-12-31 $694k 6.6k 105.30
2023-09-30 $530k 5.6k 94.09
2023-06-30 $584k 6.0k 97.79
2023-03-31 $537k 6.0k 90.19
2022-12-31 $502k 5.9k 84.64
2022-09-30 $469k 5.9k 79.45
2022-06-30 $439k 5.2k 83.70
2022-03-31 $590k 5.9k 100.80
2021-12-31 $625k 5.8k 107.11
2021-09-30 $572k 5.8k 98.38
2021-06-30 $572k 5.8k 98.76
2021-03-31 $529k 5.8k 91.54
2020-12-31 $496k 5.8k 86.11