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

Aptus Capital 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	$16.6M	Buy	100,797 +2,511	+3%	+$399K	0.11%	151
2026 Q1	$14M	Sell	98,286 -88,671	-47%	-$13.2M	0.11%	163
2025 Q4	$27.8M	Sell	186,957 -11,823	-6%	-$1.74M	0.2%	98
2025 Q3	$29M	Buy	198,780 +95,144	+92%	+$13.3M	0.21%	97
2025 Q2	$14M	Buy	103,636 +471	+0.5%	+$58.8K	0.11%	160
2025 Q1	$12.6M	Buy	103,165 +2,022	+2%	+$261K	0.13%	149
2024 Q4	$13M	Buy	101,143 +90,583	+858%	+$11.7M	0.14%	135
2024 Q3	$1.33M	Sell	10,560 -47,149	-82%	-$5.71M	0.02%	363
2024 Q2	$6.85M	Buy	57,709 +49,257	+583%	+$5.65M	0.12%	147
2024 Q1	$975K	Sell	8,452 -36,237	-81%	-$3.97M	0.02%	401
2023 Q4	$4.7M	Buy	44,689 +36,399	+439%	+$3.57M	0.13%	141
2023 Q3	$781K	Sell	8,290 -33,359	-80%	-$3.28M	0.02%	323
2023 Q2	$4.07M	Buy	41,649 +21,585	+108%	+$2M	0.1%	165
2023 Q1	$1.82M	Buy	20,064 +19,954	+18,140%	+$1.77M	0.05%	223
2022 Q4	$9.33K	Sell	110 -70	-39%	-$5.97K	﹤0.01%	701
2022 Q3	$14K	Buy	180 +70	+64%	+$6.19K	﹤0.01%	638
2022 Q2	$9K	Sell	110 -25,676	-100%	-$2.34M	﹤0.01%	581
2022 Q1	$2.6M	Buy	25,786 +9,089	+54%	+$906K	0.06%	174
2021 Q4	$1.79M	Buy	16,697 +16,668	+57,476%	+$1.74M	0.05%	217
2021 Q3	$3K	Hold	29	–	–	﹤0.01%	507
2021 Q2	$3K	Hold	29	–	–	﹤0.01%	538
2021 Q1	$3K	Hold	29	–	–	﹤0.01%	496
2020 Q4	$2K	Hold	29	–	–	﹤0.01%	459
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	455
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	403
2020 Q1	$1K	Sell	29 -13	-31%	-$892	﹤0.01%	403
2019 Q4	$3K	Buy	+42	New	+$2.92K	﹤0.01%	483

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

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

Aptus Capital Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.6% in Q2 2026, buying an estimated $399K and bringing the position to 100,797 shares worth $16.6M. The position accounts for 0.11% of the portfolio, ranked #151.

Aptus Capital Advisors first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $29M in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Aptus Capital Advisors held 100,797 shares of iShares Core S&P Total US Stock Market ETF worth $16.6M as of Q2 2026.
Aptus Capital Advisors bought 2,511 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $399K.
iShares Core S&P Total US Stock Market ETF made up 0.11% of Aptus Capital Advisors's portfolio in Q2 2026, its #151 holding.
Aptus Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Aptus Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $29M in Q3 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.