iShares S&P 1500 Index Fund shares owned by Sweeney & Michel
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Sweeney & Michel 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 Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 186k | 142.79 |
| 2025-06-30 | $25M | 184k | 136.39 |
| 2025-03-31 | $19M | 179k | 108.12 |
| 2024-09-30 | $21M | 167k | 128.16 |
| 2024-06-30 | $21M | 170k | 120.95 |
| 2024-03-31 | $20M | 170k | 115.10 |
| 2023-09-30 | $16M | 162k | 95.77 |
| 2023-06-30 | $16M | 163k | 99.26 |
| 2023-03-31 | $15M | 162k | 94.54 |