iShares S&P 1500 Index Fund shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity 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 Prosperity 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 Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 13k | 145.65 |
| 2025-06-30 | $1.8M | 13k | 135.04 |
| 2025-03-31 | $1.6M | 13k | 122.01 |
| 2024-12-31 | $2.2M | 17k | 128.62 |
| 2024-09-30 | $2.3M | 18k | 125.62 |
| 2024-06-30 | $2.3M | 19k | 118.78 |
| 2024-03-31 | $2.2M | 20k | 115.30 |
| 2023-12-31 | $2.1M | 20k | 105.23 |
| 2023-09-30 | $1.9M | 20k | 94.19 |
| 2023-06-30 | $1.9M | 20k | 97.84 |
| 2023-03-31 | $1.8M | 20k | 90.55 |
| 2022-12-31 | $1.7M | 20k | 84.85 |
| 2022-09-30 | $1.6M | 20k | 79.53 |
| 2022-06-30 | $1.7M | 20k | 84.02 |
| 2022-03-31 | $2.0M | 20k | 101.07 |
| 2021-12-31 | $2.1M | 20k | 106.99 |
| 2021-09-30 | $1.9M | 20k | 98.36 |
| 2021-06-30 | $1.9M | 20k | 98.74 |
| 2021-03-31 | $1.8M | 20k | 91.58 |
| 2020-12-31 | $1.7M | 20k | 86.22 |