McNaughton Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 1500 Index Fund by McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
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