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

Capstone Financial Advisors’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	$36.4M	Buy	221,301 +3,114	+1%	+$494K	1.77%	15
2026 Q1	$31.1M	Buy	218,187 +3,994	+2%	+$594K	1.67%	15
2025 Q4	$31.8M	Buy	214,193 +543	+0.3%	+$80.1K	1.7%	15
2025 Q3	$31.1M	Sell	213,650 -1,677	-0.8%	-$235K	1.69%	15
2025 Q2	$29.1M	Buy	215,327 +53,486	+33%	+$6.67M	1.69%	15
2025 Q1	$19.7M	Sell	161,841 -1,479	-0.9%	-$191K	1.24%	16
2024 Q4	$21M	Sell	163,320 -4,333	-3%	-$561K	1.3%	15
2024 Q3	$21.1M	Buy	167,653 +4,325	+3%	+$524K	1.3%	16
2024 Q2	$19.4M	Sell	163,328 -7,308	-4%	-$839K	1.28%	15
2024 Q1	$19.7M	Sell	170,636 -2,647	-2%	-$290K	1.32%	16
2023 Q4	$18.2M	Sell	173,283 -4,438	-2%	-$435K	1.31%	16
2023 Q3	$16.7M	Sell	177,721 -8,943	-5%	-$879K	1.32%	16
2023 Q2	$18.3M	Sell	186,664 -18,709	-9%	-$1.73M	1.37%	16
2023 Q1	$18.6M	Buy	205,373 +589	+0.3%	+$52.3K	1.47%	17
2022 Q4	$17.4M	Buy	204,784 +1,395	+0.7%	+$119K	1.47%	17
2022 Q3	$16.2M	Sell	203,389 -30,082	-13%	-$2.66M	1.49%	17
2022 Q2	$19.6M	Buy	233,471 +81,309	+53%	+$7.41M	1.66%	20
2022 Q1	$15.4M	Buy	152,162 +20,943	+16%	+$2.09M	1.11%	18
2021 Q4	$14M	Buy	131,219 +577	+0.4%	+$60.3K	1.02%	17
2021 Q3	$12.9M	Sell	130,642 -10,347	-7%	-$1.05M	1.01%	16
2021 Q2	$13.9M	Sell	140,989 -4,540	-3%	-$437K	1.1%	16
2021 Q1	$13.3M	Sell	145,529 -511	-0.3%	-$45.8K	1.18%	17
2020 Q4	$12.6M	Sell	146,040 -812	-0.6%	-$65.8K	1.2%	16
2020 Q3	$11.1M	Sell	146,852 -69,361	-32%	-$5.18M	1.17%	16
2020 Q2	$15M	Sell	216,213 -190,083	-47%	-$12.4M	1.72%	16
2020 Q1	$23.2M	Buy	406,296 +70,293	+21%	+$4.82M	3.03%	12
2019 Q4	$24.4M	Buy	336,003 +643	+0.2%	+$44.7K	3.44%	8
2019 Q3	$22.5M	Buy	335,360 +1,889	+0.6%	+$127K	3.44%	8
2019 Q2	$22.2M	Buy	333,471 +2,907	+0.9%	+$190K	3.59%	9
2019 Q1	$21.3M	Sell	330,564 -91,604	-22%	-$5.68M	3.64%	9
2018 Q4	$24M	Buy	+422,168	New	+$25.9M	4.81%	7

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

Capstone Financial Advisors's ITOT Position: Q2 2026 in Review

Capstone Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $494K and bringing the position to 221,301 shares worth $36.4M. The position accounts for 1.77% of the portfolio, ranked #15.

Capstone Financial Advisors first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Capstone Financial Advisors held 221,301 shares of iShares Core S&P Total US Stock Market ETF worth $36.4M as of Q2 2026.
Capstone Financial Advisors bought 3,114 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $494K.
iShares Core S&P Total US Stock Market ETF made up 1.77% of Capstone Financial Advisors's portfolio in Q2 2026, its #15 holding.
Capstone Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 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 Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.