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iShares S&P 1500 Index Fund shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management 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 Lifestyle Asset Management 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 Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $560k 3.9k 142.43

More positions owned by Lifestyle Asset Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (BIL)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Index Shs Fds State Street Spd (SPDW)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Federated Hermes Etf Trust Mdt Small Cap (FSCC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Actively Managed Exc Msci Eafe Income (EFAA)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Lifestyle Asset Management

Top funds holding iShares S&P 1500 Index Fund

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Bank of America Corporation
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The Allstate Corporation
Envestnet Asset Management
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund