iShares S&P 1500 Index Fund shares owned by Asset Planning Services
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.7M | 16k | 106.99 |
| 2021-09-30 | $1.7M | 17k | 98.40 |
| 2021-06-30 | $2.3M | 23k | 98.76 |
| 2021-03-31 | $2.0M | 22k | 91.60 |
| 2020-12-31 | $1.8M | 21k | 86.23 |
| 2020-09-30 | $2.0M | 27k | 75.50 |
| 2020-06-30 | $1.6M | 23k | 69.43 |
| 2020-03-31 | $1.4M | 25k | 57.23 |
| 2019-12-31 | $1.7M | 22k | 75.40 |
| 2019-09-30 | $2.0M | 30k | 67.08 |
| 2019-06-30 | $2.0M | 31k | 66.64 |
| 2019-03-31 | $1.9M | 30k | 64.40 |
| 2018-12-31 | $1.3M | 23k | 56.78 |
| 2018-09-30 | $2.0M | 31k | 64.10 |
| 2018-06-30 | $2.0M | 33k | 62.52 |
| 2018-03-31 | $2.0M | 32k | 60.46 |
| 2017-12-31 | $2.1M | 34k | 61.14 |
| 2017-09-30 | $1.7M | 30k | 57.61 |
| 2017-06-30 | $1.7M | 30k | 55.42 |
| 2017-03-31 | $1.7M | 31k | 54.03 |
| 2016-12-31 | $409k | 8.0k | 51.25 |
| 2016-09-30 | $404k | 8.1k | 49.59 |