iShares S&P 1500 Index Fund shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $748k | 9.9k | 75.48 |
| 2020-06-30 | $680k | 9.8k | 69.43 |
| 2020-03-31 | $710k | 12k | 57.23 |
| 2019-12-31 | $1.2M | 17k | 72.72 |
| 2019-09-30 | $1.5M | 22k | 67.08 |
| 2019-06-30 | $1.9M | 29k | 66.64 |
| 2019-03-31 | $2.7M | 42k | 64.39 |
| 2018-12-31 | $2.6M | 46k | 56.77 |
| 2018-09-30 | $3.1M | 47k | 66.64 |
| 2018-06-30 | $3.9M | 63k | 62.51 |
| 2018-03-31 | $4.5M | 74k | 60.46 |
| 2017-12-31 | $3.3M | 57k | 57.64 |
| 2017-09-30 | $3.3M | 57k | 57.64 |
| 2017-06-30 | $2.8M | 51k | 55.42 |
| 2017-03-31 | $2.7M | 50k | 54.03 |
| 2016-12-31 | $1.5M | 28k | 51.30 |
| 2016-09-30 | $327k | 6.6k | 49.52 |