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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

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Quarterly reported holdings in iShares S&P 1500 Index Fund by McElhenny Sheffield Capital Management

Quarter filed Position value Share count Share price at filing
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