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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
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)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Capital Group Dividend Growe Shs Etf (CGDG)
Johnson & Johnson (JNJ)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group International SHS (CGIE)
TriCo Bancshares (TCBK)

View all positions for Sweeney & Michel

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
Betterment
Alliancebernstein
Charles Schwab Investment Management
Bank of America Corporation
Wealthfront Advisers
SigFig Wealth Management
Ronald Blue Trust
Ballentine Partners
Cisco Systems
Parallel Advisors
Stifel Financial
Auto-Owners Insurance
Buckingham Asset Management
HPM Partners

View all funds holding iShares S&P 1500 Index Fund