iShares S&P 1500 Index Fund shares owned by Keener Financial Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Keener Financial Planning
from 13F filings
Historical chart of Keener 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 Keener 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 Keener Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $850k | 5.8k | 145.65 |
| 2025-06-30 | $788k | 5.8k | 135.02 |
| 2025-03-31 | $170k | 1.4k | 121.52 |
| 2024-12-31 | $750k | 5.8k | 128.51 |
| 2024-09-30 | $770k | 6.1k | 125.61 |
| 2024-06-30 | $815k | 6.9k | 118.67 |
| 2024-03-31 | $841k | 7.3k | 115.38 |
| 2023-12-31 | $767k | 7.3k | 105.23 |