iShares S&P 1500 Index Fund shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Falcon Wealth 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 Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $720k | 4.9k | 145.65 |
| 2025-06-30 | $667k | 4.9k | 135.04 |
| 2025-03-31 | $597k | 4.9k | 122.01 |
| 2024-12-31 | $782k | 6.1k | 128.62 |
| 2024-09-30 | $861k | 6.9k | 125.62 |
| 2024-06-30 | $891k | 7.5k | 118.78 |
| 2024-03-31 | $865k | 7.5k | 115.30 |
| 2023-12-31 | $794k | 7.5k | 105.23 |
| 2023-09-30 | $701k | 7.4k | 94.19 |
| 2023-06-30 | $489k | 5.0k | 97.84 |
| 2023-03-31 | $386k | 4.3k | 90.55 |
| 2022-12-31 | $361k | 4.3k | 84.80 |
| 2022-09-30 | $345k | 4.3k | 79.44 |
| 2022-06-30 | $367k | 4.4k | 83.69 |
| 2022-03-31 | $427k | 4.2k | 101.02 |
| 2021-12-31 | $447k | 4.2k | 106.89 |
| 2021-09-30 | $411k | 4.2k | 98.44 |