Accredited Investors’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 | $2.78M | Buy |
16,910
+1,357
| +9% | +$215K | 0.12% | 64 |
|
|
2026
Q1 | $2.22M | Buy |
15,553
+148
| +1% | +$22K | 0.12% | 68 |
|
|
2025
Q4 | $2.29M | Sell |
15,405
-621
| -4% | -$91.6K | 0.12% | 66 |
|
|
2025
Q3 | $2.33M | Sell |
16,026
-493
| -3% | -$69.1K | 0.13% | 60 |
|
|
2025
Q2 | $2.23M | Sell |
16,519
-368
| -2% | -$45.9K | 0.13% | 64 |
|
|
2025
Q1 | $2.06M | Sell |
16,887
-466
| -3% | -$60.1K | 0.13% | 62 |
|
|
2024
Q4 | $2.23M | Sell |
17,353
-95
| -0.5% | -$12.3K | 0.13% | 59 |
|
|
2024
Q3 | $2.19M | Buy |
17,448
+7,280
| +72% | +$881K | 0.13% | 57 |
|
|
2024
Q2 | $1.21M | Sell |
10,168
-53
| -0.5% | -$6.08K | 0.08% | 80 |
|
|
2024
Q1 | $1.18M | Buy |
10,221
+68
| +0.7% | +$7.46K | 0.08% | 83 |
|
|
2023
Q4 | $1.07M | Sell |
10,153
-105
| -1% | -$10.3K | 0.08% | 85 |
|
|
2023
Q3 | $966K | Sell |
10,258
-83
| -0.8% | -$8.16K | 0.07% | 84 |
|
|
2023
Q2 | $1.01M | Buy |
10,341
+8
| +0.1% | +$740 | 0.07% | 81 |
|
|
2023
Q1 | $936K | Buy |
10,333
+1,554
| +18% | +$138K | 0.07% | 79 |
|
|
2022
Q4 | $744K | Buy |
8,779
+724
| +9% | +$61.8K | 0.06% | 82 |
|
|
2022
Q3 | $641K | Sell |
8,055
-377
| -4% | -$33.3K | 0.07% | 84 |
|
|
2022
Q2 | $706K | Sell |
8,432
-402
| -5% | -$36.6K | 0.08% | 86 |
|
|
2022
Q1 | $892K | Sell |
8,834
-1,665
| -16% | -$166K | 0.08% | 84 |
|
|
2021
Q4 | $1.12M | Sell |
10,499
-109
| -1% | -$11.4K | 0.1% | 73 |
|
|
2021
Q3 | $1.04M | Sell |
10,608
-3,548
| -25% | -$359K | 0.11% | 64 |
|
|
2021
Q2 | $1.4M | Sell |
14,156
-1,171
| -8% | -$113K | 0.14% | 53 |
|
|
2021
Q1 | $1.4M | Sell |
15,327
-872
| -5% | -$78.2K | 0.19% | 51 |
|
|
2020
Q4 | $1.4M | Sell |
16,199
-1,506
| -9% | -$122K | 0.23% | 49 |
|
|
2020
Q3 | $1.34M | Sell |
17,705
-12,284
| -41% | -$917K | 0.28% | 44 |
|
|
2020
Q2 | $2.08M | Sell |
29,989
-3,759
| -11% | -$246K | 0.42% | 31 |
|
|
2020
Q1 | $1.93M | Buy |
33,748
+3,295
| +11% | +$226K | 0.45% | 29 |
|
|
2019
Q4 | $2.21M | Buy |
30,453
+1,699
| +6% | +$118K | 0.38% | 36 |
|
|
2019
Q3 | $1.93M | Buy |
28,754
+1,078
| +4% | +$72.2K | 0.37% | 37 |
|
|
2019
Q2 | $1.84M | Sell |
27,676
-111
| -0.4% | -$7.27K | 0.36% | 35 |
|
|
2019
Q1 | $1.79M | Buy |
27,787
+970
| +4% | +$60.2K | 0.36% | 34 |
|
|
2018
Q4 | $1.52M | Sell |
26,817
-2,346
| -8% | -$144K | 0.34% | 34 |
|
|
2018
Q3 | $1.94M | Sell |
29,163
-3,443
| -11% | -$226K | 0.48% | 24 |
|
|
2018
Q2 | $2.04M | Buy |
32,606
+1,397
| +4% | +$86.8K | 0.53% | 21 |
|
|
2018
Q1 | $1.89M | Sell |
31,209
-1,238
| -4% | -$77.3K | 0.52% | 22 |
|
|
2017
Q4 | $1.98M | Sell |
32,447
-1,177
| -4% | -$70.1K | 0.55% | 21 |
|
|
2017
Q3 | $1.94M | Sell |
33,624
-1,353
| -4% | -$76.3K | 0.53% | 22 |
|
|
2017
Q2 | $1.94M | Sell |
34,977
-4,350
| -11% | -$239K | 0.5% | 18 |
|
|
2017
Q1 | $2.13M | Sell |
39,327
-705
| -2% | -$37.6K | 0.53% | 18 |
|
|
2016
Q4 | $2.05M | Buy |
40,032
+3,354
| +9% | +$168K | 0.53% | 17 |
|
|
2016
Q3 | $1.82M | Buy |
36,678
+4,444
| +14% | +$219K | 0.5% | 17 |
|
|
2016
Q2 | $1.53M | Buy |
32,234
+1,136
| +4% | +$53.6K | 0.42% | 19 |
|
|
2016
Q1 | $1.45M | Buy |
31,098
+10,794
| +53% | +$476K | 0.37% | 20 |
|
|
2015
Q4 | $943K | Buy |
20,304
+1,588
| +8% | +$74.4K | 0.23% | 28 |
|
|
2015
Q3 | $820K | Buy |
18,716
+10,536
| +129% | +$489K | 0.22% | 33 |
|
|
2015
Q2 | $387K | Buy |
+8,180
| New | +$394K | 0.1% | 47 |
|
Other funds holding ITOT
FPAS
Accredited Investors's ITOT Position: Q2 2026 in Review
Accredited Investors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.7% in Q2 2026, buying an estimated $215K and bringing the position to 16,910 shares worth $2.78M. The position accounts for 0.12% of the portfolio, ranked #64.
Accredited Investors first reported a position in ITOT in Q2 2015 and has held it in 45 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Accredited Investors held 16,910 shares of iShares Core S&P Total US Stock Market ETF worth $2.78M as of Q2 2026.
- Accredited Investors bought 1,357 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $215K.
- iShares Core S&P Total US Stock Market ETF made up 0.12% of Accredited Investors's portfolio in Q2 2026, its #64 holding.
- Accredited Investors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 45 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 Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.