iShares S&P 1500 Index Fund shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group 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 Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.1M | 61k | 115.30 |
| 2023-12-31 | $5.9M | 56k | 105.23 |
| 2023-09-30 | $5.1M | 54k | 94.19 |
| 2023-06-30 | $4.4M | 45k | 97.84 |
| 2023-03-31 | $3.3M | 36k | 90.55 |
| 2022-12-31 | $2.8M | 33k | 84.80 |
| 2022-09-30 | $1.9M | 24k | 79.56 |
| 2022-06-30 | $1.4M | 16k | 83.76 |