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iShares S&P 1500 Index Fund shares owned by Align Financial

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Align Financial from 13F filings

Historical chart of Align Financial 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 Align Financial 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 Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $695k 4.9k 142.43

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
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SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance
Ballentine Partners
AlTi Global

View all funds holding iShares S&P 1500 Index Fund