1834 Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $821K | Hold |
4,995
| – | – | 0.09% | 135 |
|
|
2026
Q1 | $711K | Hold |
4,995
| – | – | 0.09% | 136 |
|
|
2025
Q4 | $743K | Hold |
4,995
| – | – | 0.09% | 141 |
|
|
2025
Q3 | $728K | Sell |
4,995
-472
| -9% | -$66.2K | 0.09% | 143 |
|
|
2025
Q2 | $738K | Buy |
5,467
+276
| +5% | +$34.4K | 0.09% | 135 |
|
|
2025
Q1 | $633K | Buy |
5,191
+7
| +0.1% | +$902 | 0.08% | 142 |
|
|
2024
Q4 | $667K | Hold |
5,184
| – | – | 0.08% | 136 |
|
|
2024
Q3 | $651K | Sell |
5,184
-1
| -0% | -$121 | 0.08% | 145 |
|
|
2024
Q2 | $616K | Sell |
5,185
-48
| -0.9% | -$5.51K | 0.07% | 151 |
|
|
2024
Q1 | $603K | Hold |
5,233
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $551K | Hold |
5,233
| – | – | 0.07% | 163 |
|
|
2023
Q3 | $493K | Sell |
5,233
-19
| -0.4% | -$1.87K | 0.06% | 168 |
|
|
2023
Q2 | $514K | Sell |
5,252
-128
| -2% | -$11.8K | 0.06% | 168 |
|
|
2023
Q1 | $487K | Sell |
5,380
-5
| -0.1% | -$444 | 0.06% | 178 |
|
|
2022
Q4 | $457K | Sell |
5,385
-1,528
| -22% | -$130K | 0.07% | 138 |
|
|
2022
Q3 | $550K | Sell |
6,913
-851
| -11% | -$75.2K | 0.08% | 120 |
|
|
2022
Q2 | $650K | Buy |
7,764
+1,803
| +30% | +$164K | 0.09% | 116 |
|
|
2022
Q1 | $602K | Sell |
5,961
-94
| -2% | -$9.37K | 0.07% | 126 |
|
|
2021
Q4 | $648K | Sell |
6,055
-9
| -0.1% | -$941 | 0.07% | 123 |
|
|
2021
Q3 | $597K | Sell |
6,064
-2
| -0% | -$202 | 0.07% | 125 |
|
|
2021
Q2 | $599K | Sell |
6,066
-16
| -0.3% | -$1.54K | 0.07% | 124 |
|
|
2021
Q1 | $557K | Sell |
6,082
-139
| -2% | -$12.5K | 0.07% | 122 |
|
|
2020
Q4 | $536K | Sell |
6,221
-2
| -0% | -$162 | 0.07% | 127 |
|
|
2020
Q3 | $470K | Sell |
6,223
-91
| -1% | -$6.79K | 0.07% | 125 |
|
|
2020
Q2 | $438K | Buy |
6,314
+23
| +0.4% | +$1.5K | 0.07% | 123 |
|
|
2020
Q1 | $360K | Sell |
6,291
-228
| -3% | -$15.6K | 0.07% | 130 |
|
|
2019
Q4 | $474K | Sell |
6,519
-310
| -5% | -$21.6K | 0.07% | 120 |
|
|
2019
Q3 | $458K | Buy |
6,829
+523
| +8% | +$35K | 0.07% | 125 |
|
|
2019
Q2 | $420K | Buy |
6,306
+18
| +0.3% | +$1.18K | 0.06% | 127 |
|
|
2019
Q1 | $405K | Hold |
6,288
| – | – | 0.06% | 130 |
|
|
2018
Q4 | $357K | Buy |
6,288
+4,760
| +312% | +$292K | 0.06% | 135 |
|
|
2018
Q3 | $102K | Sell |
1,528
-5
| -0.3% | -$328 | 0.01% | 237 |
|
|
2018
Q2 | $96K | Sell |
1,533
-134
| -8% | -$8.33K | 0.02% | 230 |
|
|
2018
Q1 | $101K | Buy |
1,667
+367
| +28% | +$22.9K | 0.02% | 217 |
|
|
2017
Q4 | $79K | Buy |
+1,300
| New | +$77.5K | 0.01% | 256 |
|
Other funds holding ITOT
FPAS
1834 Investment Advisors's ITOT Position: Q2 2026 in Review
1834 Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,995 shares worth $821K. The position accounts for 0.09% of the portfolio, ranked #135.
1834 Investment Advisors first reported a position in ITOT in Q4 2017 and has held it in 35 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- 1834 Investment Advisors held 4,995 shares of iShares Core S&P Total US Stock Market ETF worth $821K as of Q2 2026.
- 1834 Investment Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.09% of 1834 Investment Advisors's portfolio in Q2 2026, its #135 holding.
- 1834 Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.