iShares S&P 1500 Index Fund shares owned by Penn Davis Mcfarland
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Penn Davis Mcfarland
from 13F filings
Historical chart of Penn Davis Mcfarland investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Penn Davis Mcfarland 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 Penn Davis Mcfarland
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 2.5k | 145.65 |
| 2025-06-30 | $338k | 2.5k | 135.04 |
| 2025-03-31 | $305k | 2.5k | 122.01 |
| 2024-12-31 | $322k | 2.5k | 128.62 |
| 2024-09-30 | $377k | 3.0k | 125.62 |