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

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

Historical chart of Mark Sheptoff 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 Mark Sheptoff 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 Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4k 58 145.66
2025-06-30 $7.8k 58 135.03