Advisortrust Partners’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
$1.74M Buy
10,587
+780
+8% +$124K 0.59% 38
2026
Q1
$1.4M Buy
9,807
+2,339
+31% +$348K 0.58% 33
2025
Q4
$1.11M Buy
+7,468
New +$1.1M 0.49% 31

Other funds holding ITOT

Advisortrust Partners's ITOT Position: Q2 2026 in Review

Advisortrust Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8% in Q2 2026, buying an estimated $124K and bringing the position to 10,587 shares worth $1.74M. The position accounts for 0.59% of the portfolio, ranked #38.

Advisortrust Partners first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Advisortrust Partners held 10,587 shares of iShares Core S&P Total US Stock Market ETF worth $1.74M as of Q2 2026.
  • Advisortrust Partners bought 780 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $124K.
  • iShares Core S&P Total US Stock Market ETF made up 0.59% of Advisortrust Partners's portfolio in Q2 2026, its #38 holding.
  • Advisortrust Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.