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iShares S&P 1500 Index Fund shares owned by Family Legacy Financial Solutions

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

Historical chart of Family Legacy Financial Solutions 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 Family Legacy Financial Solutions 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 Family Legacy Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.2k 63 145.65
2025-06-30 $8.5k 63 135.03

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Wisdomtree Floating Rate Treasury Fund Etf (USFR)
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Schwab U.s. Mid-cap Etf Etf (SCHM)
Innovator U.s. Equity Ultra Buffer Etf - December Etf (UDEC)
Schwab U.s. Small-cap Etf Etf (SCHA)
Danaher Corporation Stock (DHR)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Revvity Stock (RVTY)
Stryker Corp Stock (SYK)
Nvidia Corporation Stock (NVDA)
Palo Alto Networks Stock (PANW)
Schwab International Equity Etf Etf (SCHF)
Doximity Inc Cl A Stock (DOCS)

View all positions for Family Legacy Financial Solutions

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund