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

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

Historical chart of Legacy Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.9M 18k 164.93

More positions owned by Legacy Trust

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Palo Alto Networks (PANW)
Microsoft Corporation (MSFT)
United Rentals (URI)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Goldman Sachs (GS)
W.W. Grainger (GWW)
Johnson & Johnson (JNJ)
Cheniere Energy Com New (LNG)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Express Company (AXP)

View all positions for Legacy Trust

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Wealthfront Advisers
Alliancebernstein
Betterment
Colony
LPL Financial
Bank of America Corporation
Buckingham Strategic Partners
The Allstate Corporation
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
AlTi Global

View all funds holding iShares S&P 1500 Index Fund