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

Capital Advisors Inc’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	$888K	Buy	5,404 +21	+0.4%	+$3.33K	0.01%	175
2026 Q1	$767K	Sell	5,383 -30	-0.6%	-$4.46K	0.01%	184
2025 Q4	$805K	Buy	5,413 +100	+2%	+$14.8K	0.01%	171
2025 Q3	$774K	Buy	5,313 +3	+0.1%	+$421	0.01%	167
2025 Q2	$717K	Buy	5,310 +3	+0.1%	+$374	0.01%	173
2025 Q1	$647K	Buy	5,307 +3	+0.1%	+$387	0.01%	173
2024 Q4	$682K	Buy	5,304 +4	+0.1%	+$518	0.01%	172
2024 Q3	$666K	Sell	5,300 -996	-16%	-$121K	0.01%	174
2024 Q2	$748K	Buy	6,296 +1,002	+19%	+$115K	0.02%	164
2024 Q1	$610K	Buy	+5,294	New	+$581K	0.01%	182

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

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

Capital Advisors Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.39% in Q2 2026, buying an estimated $3.33K and bringing the position to 5,404 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #175.

Capital Advisors Inc first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Capital Advisors Inc held 5,404 shares of iShares Core S&P Total US Stock Market ETF worth $888K as of Q2 2026.
Capital Advisors Inc bought 21 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.33K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #175 holding.
Capital Advisors Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.