SEC 13F Intelligence

Kerr Financial Planning Corp / ITOT

Kerr Financial Planning Corp’s Ishares Tr Position

Does Kerr Financial Planning Corp own Ishares Tr (ITOT)? Yes — 5.8K shares worth $955,601 (+1.07% of its 13F portfolio) as of Q2 2026, down from 5.9K shares the prior filed quarter.

Position Value
$955,601
Q2 2026
Shares
5.8K
% of Portfolio
+1.07%
Quarters Held
4
currently held

Position History ITOT

Reported value by quarter
Q3 ’25: $767,705Q3 ’25Q4 ’25: $742,282Q4 ’25Q1 ’26: $915,559Q1 ’26Q2 ’26: $955,601Q2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20265.8K$955,601+1.07%
Q1 20265.9K$915,559+0.65%
Q4 20255.0K$742,282+1.00%
Q3 20255.2K$767,705+1.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kerr Financial Planning Corp’s full portfolio or all institutional holders of ITOT.