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

Advisors Capital Management’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	$1.54M	Buy	9,374 +1,284	+16%	+$204K	0.02%	305
2026 Q1	$1.15M	Sell	8,090 -5,627	-41%	-$837K	0.01%	308
2025 Q4	$2.04M	Buy	13,717 +5,683	+71%	+$839K	0.02%	275
2025 Q3	$1.17M	Hold	8,034	–	–	0.01%	302
2025 Q2	$1.08M	Sell	8,034 -919	-10%	-$115K	0.01%	292
2025 Q1	$1.09M	Buy	8,953 +356	+4%	+$45.9K	0.02%	282
2024 Q4	$1.11M	Buy	8,597 +499	+6%	+$64.6K	0.02%	289
2024 Q3	$1.02M	Sell	8,098 -1,039	-11%	-$126K	0.02%	290
2024 Q2	$1.08M	Hold	9,137	–	–	0.02%	286
2024 Q1	$1.05M	Sell	9,137 -2,292	-20%	-$251K	0.02%	286
2023 Q4	$1.2M	Buy	11,429 +3,178	+39%	+$311K	0.02%	277
2023 Q3	$777K	Buy	8,251 +3,280	+66%	+$322K	0.02%	269
2023 Q2	$486K	Buy	4,971 +3	+0.1%	+$277	0.01%	319
2023 Q1	$450K	Buy	4,968 +1,205	+32%	+$107K	0.01%	316
2022 Q4	$319K	Buy	3,763 +6	+0.2%	+$512	0.01%	372
2022 Q3	$330K	Sell	3,757 -812	-18%	-$71.8K	0.01%	378
2022 Q2	$383K	Buy	4,569 +2,321	+103%	+$211K	0.01%	331
2022 Q1	$227K	Buy	+2,248	New	+$224K	0.01%	404
2018 Q1	–	Sell	-5,435	Closed	-$332K	–	198
2017 Q4	$332K	Buy	+5,435	New	+$324K	0.03%	172

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

Advisors Capital Management's ITOT Position: Q2 2026 in Review

Advisors Capital Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 16% in Q2 2026, buying an estimated $204K and bringing the position to 9,374 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #305.

Advisors Capital Management first reported a position in ITOT in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.04M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Advisors Capital Management held 9,374 shares of iShares Core S&P Total US Stock Market ETF worth $1.54M as of Q2 2026.
Advisors Capital Management bought 1,284 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $204K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #305 holding.
Advisors Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 19 quarters since.
Advisors Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.04M in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.