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iShares S&P 1500 Index Fund shares owned by MontVue Capital Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MontVue Capital Management from 13F filings

Historical chart of MontVue 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 MontVue 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 MontVue Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 171k 125.62
2024-06-30 $21M 175k 118.78
2024-03-31 $19M 168k 115.30
2023-12-31 $18M 169k 105.23

More positions owned by MontVue Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Inf Tech Etf (VGT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Indl (XLI)
Vanguard World Financials Etf (VFH)
Vanguard World Health Car Etf (VHT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for MontVue Capital Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
BlackRock
Morgan Stanley
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
SigFig Wealth Management
Buckingham Asset Management
Stifel Financial
Ballentine Partners
Buckingham Strategic Partners

View all funds holding iShares S&P 1500 Index Fund