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iShares S&P 1500 Index Fund shares owned by Retirement Solution

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Retirement Solution from 13F filings

Historical chart of Retirement Solution 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 Retirement Solution 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 Retirement Solution

Quarter filed Position value Share count Share price at filing
2025-09-30 $242k 1.7k 145.63
2025-06-30 $224k 1.7k 135.08
2025-03-31 $202k 1.7k 122.02
2024-12-31 $212k 1.7k 128.60
2024-09-30 $207k 1.6k 125.65
2023-12-31 $266k 2.5k 105.25
2023-09-30 $230k 2.4k 94.19