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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$313K Hold
1,908
0.1% 100
2026
Q1
$272K Buy
+1,908
New +$284K 0.1% 98

Other funds holding ITOT

Carmel Capital Partners's ITOT Position: Q2 2026 in Review

Carmel Capital Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,908 shares worth $313K. The position accounts for 0.1% of the portfolio, ranked #100.

Carmel Capital Partners first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Carmel Capital Partners held 1,908 shares of iShares Core S&P Total US Stock Market ETF worth $313K as of Q2 2026.
  • Carmel Capital Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of Carmel Capital Partners's portfolio in Q2 2026, its #100 holding.
  • Carmel Capital Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 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 Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.