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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

Tip: Access up to 7 years of quarterly data

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

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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
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