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

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

Historical chart of Legacy 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 Legacy 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 Legacy Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $809k 5.6k 145.65
2025-06-30 $729k 5.4k 135.03
2025-03-31 $688k 5.6k 122.00
2024-12-31 $617k 4.8k 128.61

More positions owned by Legacy Solutions

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust Portfolio Agrgte (SPAB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Legacy 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