Callan Family Office’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Callan Family Office’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	$25.1M	Buy	152,649 +45,746	+43%	+$7.26M	0.49%	34
2026 Q1	$15.2M	Buy	106,903 +3,755	+4%	+$558K	0.35%	55
2025 Q4	$15.3M	Sell	103,148 -1,679	-2%	-$248K	0.33%	53
2025 Q3	$15.3M	Buy	104,827 +1,489	+1%	+$209K	0.49%	36
2025 Q2	$14M	Buy	103,338 +36,097	+54%	+$4.5M	0.44%	45
2025 Q1	$8.2M	Buy	67,241 +23,438	+54%	+$3.02M	0.62%	29
2024 Q4	$5.63M	Buy	43,803 +18,163	+71%	+$2.35M	0.36%	50
2024 Q3	$3.22M	Buy	25,640 +1,065	+4%	+$129K	0.54%	36
2024 Q2	$2.92M	Buy	24,575 +1,025	+4%	+$118K	0.56%	34
2024 Q1	$2.72M	Buy	23,550 +3,881	+20%	+$426K	0.64%	28
2023 Q4	$2.07M	Sell	19,669 -871	-4%	-$85.4K	0.51%	31
2023 Q3	$1.93M	Buy	20,540 +2,655	+15%	+$261K	0.52%	31
2023 Q2	$1.75M	Buy	17,885 +2,695	+18%	+$249K	0.46%	33
2023 Q1	$1.38M	Sell	15,190 -145	-0.9%	-$12.9K	0.33%	44
2022 Q4	$1.3M	Buy	+15,335	New	+$1.31M	0.42%	32

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

Callan Family Office's ITOT Position: Q2 2026 in Review

Callan Family Office increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 43% in Q2 2026, buying an estimated $7.26M and bringing the position to 152,649 shares worth $25.1M. The position accounts for 0.49% of the portfolio, ranked #34.

Callan Family Office 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.

Callan Family Office held 152,649 shares of iShares Core S&P Total US Stock Market ETF worth $25.1M as of Q2 2026.
Callan Family Office bought 45,746 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.26M.
iShares Core S&P Total US Stock Market ETF made up 0.49% of Callan Family Office's portfolio in Q2 2026, its #34 holding.
Callan Family Office 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.