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iShares S&P 1500 Index Fund shares owned by Rubicon Advisors, GP

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Rubicon Advisors, GP from 13F filings

Historical chart of Rubicon Advisors, GP 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 Rubicon Advisors, GP 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 Rubicon Advisors, GP

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 23k 164.27

More positions owned by Rubicon Advisors, GP

Apple (AAPL)
Tesla Motors (TSLA)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Federated Hermes Etf Trust Mdt Large Cap (FLCG)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ibonds Dec2026 (IBDR)
The Alger Etf Trust 35 Etf (ATFV)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Rubicon Advisors, GP

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
SigFig Wealth Management
Ronald Blue Trust
Auto-Owners Insurance

View all funds holding iShares S&P 1500 Index Fund