AP
ITOT icon

Appleton Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Appleton Partners’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 		$384K Sell
2,339
-15
-0.6% -$2.38K 0.02% 220
2026
Q1 		$335K Sell
2,354
-257
-10% -$38.2K 0.02% 223
2025
Q4 		$388K Sell
2,611
-50
-2% -$7.38K 0.03% 209
2025
Q3 		$388K Sell
2,661
-110
-4% -$15.4K 0.03% 211
2025
Q2 		$374K Sell
2,771
-120
-4% -$15K 0.03% 206
2025
Q1 		$353K Buy
+2,891
New +$373K 0.03% 207

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
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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Appleton Partners's ITOT Position: Q2 2026 in Review

Appleton Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.64% in Q2 2026, selling an estimated $2.38K and leaving 2,339 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #220.

Appleton Partners first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $388K in Q4 2025. 500 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Appleton Partners held 2,339 shares of iShares Core S&P Total US Stock Market ETF worth $384K as of Q2 2026.
  • Appleton Partners sold 15 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.38K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #220 holding.
  • Appleton Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Appleton Partners's iShares Core S&P Total US Stock Market ETF position peaked at $388K in Q4 2025.
  • 500 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.