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iShares S&P 1500 Index Fund shares owned by Donalies Financial Planning

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Donalies Financial Planning from 13F filings

Historical chart of Donalies Financial Planning 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 Donalies Financial Planning 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 Donalies Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $322k 2.3k 142.42

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Top funds holding iShares S&P 1500 Index Fund

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