iShares S&P 1500 Index Fund shares owned by Life Planning Partners
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Life Planning Partners
from 13F filings
Historical chart of Life Planning Partners investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Life Planning Partners 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 Life Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 188k | 125.62 |
| 2024-06-30 | $25M | 208k | 118.78 |
| 2024-03-31 | $16M | 139k | 115.30 |
| 2023-12-31 | $15M | 139k | 105.23 |
| 2022-09-30 | $12M | 144k | 79.54 |
| 2022-06-30 | $15M | 146k | 100.00 |
| 2022-03-31 | $14M | 146k | 98.77 |
| 2021-12-31 | $15M | 139k | 104.94 |