iShares S&P 1500 Index Fund shares owned by Planning Directions
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $453k | 4.3k | 105.23 |
| 2023-09-30 | $387k | 4.1k | 94.16 |
| 2023-06-30 | $530k | 5.4k | 97.80 |
| 2023-03-31 | $479k | 5.3k | 90.50 |
| 2022-12-31 | $447k | 5.3k | 84.79 |
| 2022-09-30 | $437k | 5.5k | 79.58 |
| 2022-06-30 | $458k | 5.5k | 83.81 |
| 2022-03-31 | $560k | 5.5k | 100.92 |
| 2021-12-31 | $592k | 5.5k | 107.01 |
| 2021-09-30 | $556k | 5.7k | 98.41 |
| 2021-06-30 | $566k | 5.7k | 98.71 |
| 2021-03-31 | $540k | 5.9k | 91.60 |
| 2020-12-31 | $518k | 6.0k | 86.18 |
| 2020-09-30 | $452k | 6.0k | 75.48 |
| 2020-06-30 | $436k | 6.3k | 69.48 |
| 2020-03-31 | $742k | 13k | 57.23 |
| 2019-12-31 | $437k | 6.0k | 72.71 |
| 2019-09-30 | $403k | 6.0k | 67.14 |
| 2019-06-30 | $417k | 6.3k | 66.56 |
| 2019-03-31 | $422k | 6.6k | 64.35 |
| 2018-12-31 | $382k | 6.7k | 56.73 |
| 2018-09-30 | $444k | 6.7k | 66.62 |
| 2018-06-30 | $396k | 6.3k | 62.58 |
| 2018-03-31 | $390k | 6.5k | 60.45 |