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

Antonelli Financial 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 		$229K Buy
+1,395
New +$221K 0.16% 53
2026
Q1 		– Sell
-1,395
Closed -$207K – 53
2025
Q4 		$207K Hold
1,395
– – 0.14% 44
2025
Q3 		$203K Buy
+1,395
New +$196K 0.14% 45

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Antonelli Financial Advisors's ITOT Position: Q2 2026 in Review

Antonelli Financial Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,395 shares worth $229K. The stake represents 0.16% of the portfolio and ranks #53 among its holdings. This is a return to the name: Antonelli Financial Advisors previously reported a position in ITOT as recently as Q4 2025.

Antonelli Financial Advisors first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Antonelli Financial Advisors held 1,395 shares of iShares Core S&P Total US Stock Market ETF worth $229K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Antonelli Financial Advisors position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.16% of Antonelli Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Antonelli Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.