iShares S&P 1500 Index Fund shares owned by Planning Alternatives
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Planning Alternatives 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 Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $423k | 2.8k | 148.69 |
| 2025-09-30 | $414k | 2.8k | 145.65 |
| 2025-06-30 | $385k | 2.8k | 135.04 |
| 2025-03-31 | $341k | 2.8k | 122.01 |
| 2022-06-30 | $200k | 2.4k | 83.96 |
| 2022-03-31 | $247k | 2.4k | 100.90 |
| 2021-12-31 | $278k | 2.6k | 107.05 |
| 2021-09-30 | $255k | 2.6k | 98.30 |
| 2021-06-30 | $246k | 2.5k | 98.80 |
| 2021-03-31 | $418k | 4.6k | 91.51 |
| 2019-12-31 | $210k | 2.9k | 72.82 |