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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All positions including iShares S&P 1500 Index Fund held by Valtinson Bruner Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 1500 Index Fund by Valtinson Bruner Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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