iShares S&P 1500 Index Fund shares owned by McElhenny Sheffield Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by McElhenny Sheffield Capital Management
from 13F filings
Historical chart of McElhenny Sheffield Capital Management 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 McElhenny Sheffield Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 1500 Index Fund by McElhenny Sheffield Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 94k | 145.65 |
| 2025-06-30 | $12M | 87k | 135.04 |
| 2024-09-30 | $11M | 83k | 125.62 |
| 2024-06-30 | $9.0M | 76k | 118.78 |
| 2024-03-31 | $12M | 100k | 115.30 |
| 2023-12-31 | $11M | 108k | 105.23 |
| 2023-06-30 | $11M | 114k | 97.84 |
| 2023-03-31 | $5.8M | 64k | 90.55 |
| 2022-12-31 | $14k | 162 | 84.80 |
| 2022-03-31 | $16M | 154k | 100.94 |
| 2021-12-31 | $17M | 156k | 106.98 |
More positions owned by McElhenny Sheffield Capital Management
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