Addison Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Addison Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-463	Closed	-$65.9K	–	853
2026 Q1	$65.9K	Hold	463	–	–	0.01%	380
2025 Q4	$68.8K	Hold	463	–	–	0.02%	370
2025 Q3	$67.4K	Hold	463	–	–	0.02%	370
2025 Q2	$62.5K	Hold	463	–	–	0.02%	381
2025 Q1	$56.5K	Buy	463 +39	+9%	+$5.03K	0.02%	368
2024 Q4	$54.5K	Hold	424	–	–	0.02%	373
2024 Q3	$53.3K	Hold	424	–	–	0.01%	378
2024 Q2	$50.4K	Sell	424 -50	-11%	-$5.74K	0.02%	375
2024 Q1	$54.7K	Sell	474 -2	-0.4%	-$219	0.02%	353
2023 Q4	$50.1K	Buy	476 +2	+0.4%	+$196	0.02%	358
2023 Q3	$44.6K	Buy	+474	New	+$46.6K	0.02%	339

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Addison Advisors's ITOT Position: Q2 2026 in Review

Addison Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 463 shares — an estimated $65.9K sold.

Addison Advisors first reported a position in ITOT in Q3 2023 and held it in 11 quarters. The position peaked at $68.8K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Addison Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 463 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $65.9K.
Addison Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and held it in 11 quarters.
Addison Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $68.8K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.