Ballast Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Ballast Advisors's ITOT Position: Q2 2026 in Review
Ballast Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 648 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Ballast Advisors previously reported a position in ITOT as recently as Q4 2025.
Ballast Advisors first reported a position in ITOT in Q3 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Ballast Advisors held 648 shares of iShares Core S&P Total US Stock Market ETF worth $106K as of Q2 2026.
- iShares Core S&P Total US Stock Market ETF was a new Ballast Advisors position in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.03% of Ballast Advisors's portfolio in Q2 2026, its #148 holding.
- Ballast 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.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.