Brown, Lisle/Cummings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brown, Lisle/Cummings’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	$22.7K	Sell	138 -45	-25%	-$7.14K	0.01%	487
2026 Q1	$26.1K	Buy	183 +83	+83%	+$12.3K	0.01%	440
2025 Q4	$14.9K	Hold	100	–	–	﹤0.01%	454
2025 Q3	$14.6K	Hold	100	–	–	﹤0.01%	454
2025 Q2	$13.5K	Hold	100	–	–	﹤0.01%	466
2025 Q1	$12.2K	Hold	100	–	–	﹤0.01%	468
2024 Q4	$12.9K	Hold	100	–	–	﹤0.01%	465
2024 Q3	$12.6K	Hold	100	–	–	﹤0.01%	447
2024 Q2	$11.9K	Hold	100	–	–	﹤0.01%	436
2024 Q1	$11.5K	Hold	100	–	–	﹤0.01%	425
2023 Q4	$10.5K	Hold	100	–	–	﹤0.01%	434
2023 Q3	$9.42K	Hold	100	–	–	﹤0.01%	417
2023 Q2	$9.78K	Hold	100	–	–	﹤0.01%	417
2023 Q1	$9.05K	Hold	100	–	–	﹤0.01%	409
2022 Q4	$8.48K	Hold	100	–	–	﹤0.01%	400
2022 Q3	$7.95K	Hold	100	–	–	﹤0.01%	392
2022 Q2	$8.38K	Hold	100	–	–	﹤0.01%	383
2022 Q1	$10.1K	Hold	100	–	–	﹤0.01%	382
2021 Q4	$10.7K	Buy	+100	New	+$10.5K	0.01%	375

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

Brown, Lisle/Cummings's ITOT Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 25% in Q2 2026, selling an estimated $7.14K and leaving 138 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #487.

Brown, Lisle/Cummings first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $26.1K in Q1 2026. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Brown, Lisle/Cummings held 138 shares of iShares Core S&P Total US Stock Market ETF worth $22.7K as of Q2 2026.
Brown, Lisle/Cummings sold 45 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.14K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #487 holding.
Brown, Lisle/Cummings first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's iShares Core S&P Total US Stock Market ETF position peaked at $26.1K in Q1 2026.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.