iShares S&P 1500 Index Fund shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial Group 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 Group 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 Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.7M | 35k | 135.04 |
| 2025-03-31 | $3.8M | 31k | 122.01 |
| 2024-12-31 | $4.0B | 31k | 128620.24 |
| 2024-09-30 | $4.0M | 32k | 125.62 |
| 2024-06-30 | $3.7M | 31k | 118.78 |
| 2024-03-31 | $3.2M | 28k | 115.30 |
| 2023-09-30 | $2.2B | 23k | 94189.14 |
| 2023-06-30 | $2.3M | 24k | 97.84 |
| 2023-03-31 | $2.3M | 25k | 90.55 |
| 2022-12-31 | $2.1M | 25k | 84.80 |
| 2022-09-30 | $1.7M | 21k | 79.55 |
| 2022-06-30 | $1.8M | 21k | 83.80 |
| 2022-03-31 | $1.9M | 19k | 100.93 |
| 2021-09-30 | $2.8M | 28k | 98.39 |
| 2021-06-30 | $3.0M | 31k | 98.76 |
| 2021-03-31 | $3.6M | 39k | 91.60 |
| 2020-12-31 | $4.5M | 53k | 86.22 |