iShares S&P 1500 Index Fund shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in iShares S&P 1500 Index Fund
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All positions including iShares S&P 1500 Index Fund held by Legacy Financial Advisors 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 Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $25M | 234k | 105.23 |
| 2023-09-30 | $61M | 643k | 94.19 |
| 2023-06-30 | $66M | 678k | 97.84 |
| 2023-03-31 | $80M | 879k | 90.55 |
| 2022-12-31 | $73M | 864k | 84.80 |
| 2022-09-30 | $69M | 864k | 79.54 |
| 2022-06-30 | $61M | 730k | 83.78 |
| 2022-03-31 | $71M | 700k | 100.94 |
| 2021-12-31 | $72M | 676k | 106.98 |
| 2021-09-30 | $65M | 659k | 98.38 |
| 2021-06-30 | $66M | 665k | 98.76 |
| 2021-03-31 | $75M | 820k | 91.60 |
| 2020-12-31 | $68M | 789k | 86.22 |
| 2020-09-30 | $34M | 456k | 75.49 |
| 2020-06-30 | $33M | 469k | 69.44 |
| 2020-03-31 | $25M | 387k | 64.76 |
| 2019-12-31 | $21M | 283k | 72.69 |
| 2019-09-30 | $19M | 275k | 67.07 |
| 2019-06-30 | $18M | 264k | 66.63 |
| 2019-03-31 | $17M | 259k | 64.40 |
| 2018-12-31 | $15M | 261k | 56.76 |
| 2018-09-30 | $17M | 248k | 66.63 |
| 2018-06-30 | $16M | 245k | 64.45 |
| 2018-03-31 | $15M | 239k | 60.80 |
| 2017-12-31 | $14M | 228k | 61.14 |