iShares S&P 1500 Index Fund shares owned by Capital Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 45k | 145.65 |
| 2025-06-30 | $5.9M | 44k | 135.04 |
| 2025-03-31 | $5.4M | 44k | 122.01 |
| 2024-12-31 | $6.4M | 50k | 128.62 |
| 2024-09-30 | $6.3M | 50k | 125.62 |
| 2024-06-30 | $6.0M | 51k | 118.78 |
| 2024-03-31 | $5.5M | 48k | 115.30 |
| 2023-12-31 | $4.6M | 43k | 105.23 |
| 2023-09-30 | $2.7M | 29k | 94.63 |
| 2023-06-30 | $2.8M | 29k | 97.84 |
| 2023-03-31 | $2.6M | 29k | 90.55 |
| 2022-12-31 | $2.4M | 29k | 84.80 |
| 2022-09-30 | $2.1M | 27k | 79.54 |
| 2022-06-30 | $2.4M | 28k | 83.77 |
| 2022-03-31 | $2.7M | 27k | 100.93 |
| 2021-12-31 | $2.0M | 18k | 107.00 |
| 2021-09-30 | $1.7M | 17k | 98.38 |
| 2021-06-30 | $1.4M | 15k | 98.74 |
| 2021-03-31 | $1.3M | 14k | 91.61 |
| 2020-12-31 | $958k | 11k | 86.23 |