MLG Wealth Management DBA Pine Grove Financial Group »

iShares S&P 1500 Index Fund shares owned by MLG Wealth Management DBA Pine Grove Financial Group

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by MLG Wealth Management DBA Pine Grove Financial Group from 13F filings

Historical chart of MLG Wealth Management DBA Pine Grove Financial Group 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 MLG Wealth Management DBA Pine Grove 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 MLG Wealth Management DBA Pine Grove Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 6.7k 164.27
2026-03-31 $1.0M 7.1k 142.43
2025-12-31 $470k 3.2k 148.69

More positions owned by MLG Wealth Management DBA Pine Grove Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Advisors Inner Circle Fd Ii Fron Asse Bd Etf (FCBD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Core Msci Emkt (IEMG)

View all positions for MLG Wealth Management DBA Pine Grove Financial Group

Top funds holding iShares S&P 1500 Index Fund

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

View all funds holding iShares S&P 1500 Index Fund