Saxony Capital Management »

iShares S&P 1500 Index Fund shares owned by Saxony Capital Management

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

Historical chart of Saxony Capital 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 Saxony Capital 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $813k 5.6k 145.65

More positions owned by Saxony Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Dimensional Etf Trust Inflation Prote (DFIP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Saxony Capital Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
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