Aureus Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Aureus Asset Management’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	$610K	Buy	3,716 +1,154	+45%	+$183K	0.04%	146
2026 Q1	$365K	Hold	2,562	–	–	0.02%	174
2025 Q4	$381K	Sell	2,562 -761	-23%	-$112K	0.02%	153
2025 Q3	$484K	Hold	3,323	–	–	0.03%	131
2025 Q2	$449K	Hold	3,323	–	–	0.03%	129
2025 Q1	$405K	Hold	3,323	–	–	0.03%	136
2024 Q4	$427K	Hold	3,323	–	–	0.03%	135
2024 Q3	$417K	Sell	3,323 -370	-10%	-$44.8K	0.03%	138
2024 Q2	$439K	Hold	3,693	–	–	0.03%	131
2024 Q1	$426K	Sell	3,693 -290	-7%	-$31.8K	0.03%	134
2023 Q4	$419K	Sell	3,983 -590	-13%	-$57.8K	0.03%	129
2023 Q3	$431K	Hold	4,573	–	–	0.03%	126
2023 Q2	$447K	Hold	4,573	–	–	0.03%	123
2023 Q1	$414K	Hold	4,573	–	–	0.03%	128
2022 Q4	$388K	Buy	+4,573	New	+$390K	0.03%	135

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

Aureus Asset Management's ITOT Position: Q2 2026 in Review

Aureus Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 45% in Q2 2026, buying an estimated $183K and bringing the position to 3,716 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #146.

Aureus Asset Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Aureus Asset Management held 3,716 shares of iShares Core S&P Total US Stock Market ETF worth $610K as of Q2 2026.
Aureus Asset Management bought 1,154 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $183K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Aureus Asset Management's portfolio in Q2 2026, its #146 holding.
Aureus Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.