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

Climber Capital’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 		$3.76M Buy
28,884
+1,287
+5% +$204K 2.3% 20
2026
Q1 		$3.61M Sell
27,597
-4,885
-15% -$726K 2.36% 18
2025
Q4 		$3.94M Buy
+32,482
New +$4.79M 2.57% 15
2025
Q2 		$3.93M Sell
35,252
-240
-0.7% -$29.9K 2.52% 17
2025
Q1 		$3.05M Buy
35,492
+1,160
+3% +$150K 2.4% 17
2024
Q4 		$3.65M Buy
+34,332
New +$4.45M 3% 13

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Climber Capital's ITOT Position: Q2 2026 in Review

Climber Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.7% in Q2 2026, buying an estimated $204K and bringing the position to 28,884 shares worth $3.76M. The position accounts for 2.3% of the portfolio, ranked #20.

Climber Capital first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.94M in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Climber Capital held 28,884 shares of iShares Core S&P Total US Stock Market ETF worth $3.76M as of Q2 2026.
  • Climber Capital bought 1,287 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $204K.
  • iShares Core S&P Total US Stock Market ETF made up 2.3% of Climber Capital's portfolio in Q2 2026, its #20 holding.
  • Climber Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Climber Capital's iShares Core S&P Total US Stock Market ETF position peaked at $3.94M in Q4 2025.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.