iShares S&P 1500 Index Fund shares owned by McNaughton Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by McNaughton Wealth Management
from 13F filings
Historical chart of McNaughton Wealth Management investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by McNaughton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by McNaughton Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $458k | 3.6k | 125.62 |
2024-06-30 | $433k | 3.6k | 118.78 |
2024-03-31 | $419k | 3.6k | 115.30 |
2023-12-31 | $395k | 3.8k | 105.23 |
2023-09-30 | $339k | 3.6k | 94.19 |
2023-06-30 | $351k | 3.6k | 97.84 |
2023-03-31 | $280k | 3.1k | 90.55 |
2022-12-31 | $248k | 2.9k | 84.80 |
2022-09-30 | $231k | 2.9k | 79.38 |
2022-06-30 | $247k | 3.0k | 83.73 |
2022-03-31 | $297k | 2.9k | 100.88 |
2021-12-31 | $295k | 2.8k | 104.54 |
2021-09-30 | $275k | 2.8k | 98.35 |
2021-06-30 | $276k | 2.8k | 98.71 |
2021-03-31 | $256k | 2.8k | 91.56 |
2020-12-31 | $233k | 2.7k | 86.04 |
2020-09-30 | $207k | 2.7k | 75.63 |
2020-06-30 | $208k | 3.0k | 69.47 |
2020-03-31 | $219k | 3.8k | 57.15 |
2019-12-31 | $1.0M | 14k | 72.76 |
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