AC
ITOT icon

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

Apella Capital’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 		$8.84M Buy
53,889
+1,757
+3% +$279K 0.12% 126
2026
Q1 		$8.11M Buy
52,132
+8,718
+20% +$1.3M 0.12% 129
2025
Q4 		$6.46M Sell
43,414
-72
-0.2% -$10.6K 0.13% 121
2025
Q3 		$6.29M Buy
43,486
+10
+0% +$1.4K 0.14% 109
2025
Q2 		$5.9M Sell
43,476
-4,615
-10% -$576K 0.16% 101
2025
Q1 		$5.7M Buy
48,091
+15,811
+49% +$2.04M 0.2% 86
2024
Q4 		$4.15M Sell
32,280
-2,512
-7% -$325K 0.16% 85
2024
Q3 		$4.33M Buy
34,792
+1,443
+4% +$175K 0.18% 73
2024
Q2 		$4.03M Sell
33,349
-709
-2% -$81.4K 0.18% 74
2024
Q1 		$3.9M Sell
34,058
-121
-0.4% -$13.3K 0.2% 72
2023
Q4 		$3.53M Buy
34,179
+10,268
+43% +$1.01M 0.2% 74
2023
Q3 		$2.25M Buy
23,911
+3,556
+17% +$349K 0.16% 80
2023
Q2 		$1.99M Buy
+20,355
New +$1.88M 0.14% 82
2022
Q4 		$1.25M Sell
14,725
-33,619
-70% -$2.87M 0.11% 92
2022
Q3 		$3.85M Buy
48,344
+23,802
+97% +$2.1M 0.45% 50
2022
Q2 		$2.06M Buy
24,542
+4,819
+24% +$439K 0.25% 63
2022
Q1 		$1.99M Buy
19,723
+15,699
+390% +$1.57M 0.28% 57
2021
Q4 		$430K Hold
4,024
– – 0.05% 137
2021
Q3 		$396K Sell
4,024
-33
-0.8% -$3.34K 0.06% 144
2021
Q2 		$401K Buy
4,057
+33
+0.8% +$3.17K 0.07% 154
2021
Q1 		$369K Hold
4,024
– – 0.12% 95
2020
Q4 		$347K Sell
4,024
-10
-0.2% -$810 0.12% 93
2020
Q3 		$305K Buy
4,034
+10
+0.2% +$746 0.12% 101
2020
Q2 		$279K Buy
+4,024
New +$263K 0.13% 102

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
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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Apella Capital's ITOT Position: Q2 2026 in Review

Apella Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, buying an estimated $279K and bringing the position to 53,889 shares worth $8.84M. The position accounts for 0.12% of the portfolio, ranked #126.

Apella Capital first reported a position in ITOT in Q2 2020 and has held it in 24 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Apella Capital held 53,889 shares of iShares Core S&P Total US Stock Market ETF worth $8.84M as of Q2 2026.
  • Apella Capital bought 1,757 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $279K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Apella Capital's portfolio in Q2 2026, its #126 holding.
  • Apella Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 24 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.