Penn Davis Mcfarland »

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
2024-09-30 $377k 3.0k 125.62

More positions owned by Penn Davis Mcfarland

Alphabet Inc Cl C Common Stocks (GOOG)
Nvidia Corp Common Stocks (NVDA)
Paypal Holdings Common Stocks (PYPL)
Apple Common Stocks (AAPL)
Kinder Morgan Common Stocks (KMI)
Sprouts Farmers Market Common Stocks (SFM)
Enterprise Products Prtns Common Stocks (EPD)
Shell Common Stocks (SHEL)
Qualcomm Common Stocks (QCOM)
Unitedhealth Group Common Stocks (UNH)
Alphabet Inc Cl A Common Stocks (GOOGL)
Lockheed Martin Corp Common Stocks (LMT)
Rtx Corp. Common Stocks (RTX)
Check Point Software Tech Common Stocks (CHKP)
Anheuser-busch Inbev Sa Common Stocks (BUD)

View all positions for Penn Davis Mcfarland

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