iShares S&P 1500 Index Fund shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 3.3k | 145.65 |
| 2025-06-30 | $441k | 3.3k | 135.04 |
| 2025-03-31 | $415k | 3.4k | 122.01 |
| 2024-12-31 | $420k | 3.3k | 128.62 |
| 2024-09-30 | $456k | 3.6k | 125.62 |
| 2024-06-30 | $431k | 3.6k | 118.78 |
| 2024-03-31 | $418k | 3.6k | 115.30 |
| 2023-12-31 | $382k | 3.6k | 105.23 |
| 2023-09-30 | $337k | 3.6k | 94.19 |
| 2023-06-30 | $350k | 3.6k | 97.84 |
| 2023-03-31 | $330k | 3.6k | 90.55 |
| 2022-12-31 | $322k | 3.7k | 87.19 |
| 2022-09-30 | $294k | 3.7k | 79.67 |
| 2022-06-30 | $309k | 3.7k | 83.74 |
| 2022-03-31 | $362k | 3.7k | 97.84 |
| 2021-12-31 | $405k | 3.8k | 106.97 |
| 2021-09-30 | $397k | 3.8k | 103.79 |
| 2021-06-30 | $393k | 3.9k | 100.51 |
| 2021-03-31 | $572k | 6.0k | 95.94 |
| 2020-12-31 | $315k | 3.6k | 87.82 |
| 2020-09-30 | $268k | 3.6k | 74.71 |
| 2020-06-30 | $270k | 3.6k | 75.27 |
| 2020-03-31 | $544k | 8.6k | 63.13 |
| 2019-12-31 | $668k | 9.1k | 73.11 |
| 2019-09-30 | $588k | 8.8k | 67.00 |
| 2019-06-30 | $587k | 8.8k | 66.58 |
| 2019-03-31 | $568k | 8.8k | 64.42 |
| 2018-12-31 | $445k | 7.8k | 56.77 |
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