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iShares S&P 1500 Index Fund shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0k 55 145.93
2025-06-30 $7.4k 55 135.22
2025-03-31 $11k 85 130.07
2024-12-31 $11k 84 134.20

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Apple Stock (AAPL)
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View all positions for Roxbury Financial

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
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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