iShares S&P 1500 Index Fund shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 147k | 125.62 |
| 2024-06-30 | $17M | 144k | 118.78 |
| 2024-03-31 | $17M | 146k | 115.30 |
| 2023-12-31 | $16M | 148k | 105.23 |
| 2023-09-30 | $14M | 149k | 94.19 |
| 2023-06-30 | $15M | 148k | 97.84 |
| 2023-03-31 | $13M | 147k | 90.55 |
| 2022-12-31 | $12M | 147k | 84.80 |
| 2022-09-30 | $11M | 144k | 79.54 |
| 2022-06-30 | $11M | 136k | 83.78 |
| 2022-03-31 | $13M | 129k | 100.94 |
| 2021-12-31 | $15M | 138k | 106.98 |
| 2021-06-30 | $13M | 130k | 98.76 |
| 2021-03-31 | $12M | 127k | 91.60 |
| 2020-12-31 | $11M | 126k | 86.22 |
| 2020-09-30 | $9.2M | 122k | 75.49 |