iShares S&P 1500 Index Fund shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $870k | 6.0k | 145.65 |
| 2025-06-30 | $808k | 6.0k | 135.04 |
| 2025-03-31 | $547k | 4.5k | 122.01 |
| 2024-12-31 | $577k | 4.5k | 128.62 |
| 2023-09-30 | $598k | 6.4k | 94.19 |
| 2023-06-30 | $391 | 4 | 97.75 |
| 2023-03-31 | $362 | 4 | 90.50 |
| 2022-12-31 | $476k | 5.2k | 91.96 |
| 2022-09-30 | $446k | 5.1k | 87.21 |
| 2022-03-31 | $453k | 4.9k | 91.79 |
More positions owned by WealthPlan Investment Management
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