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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by Sweeney & Michel

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Growe Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
TriCo Bancshares (TCBK)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Core Msci Emkt (IEMG)
Capital Group International SHS (CGIE)

View all positions for Sweeney & Michel

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
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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