Collective Family Office’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
$429K Sell
2,609
-14
-0.5% -$2.22K 0.09% 126
2026
Q1
$374K Buy
+2,623
New +$390K 0.08% 123

Other funds holding ITOT

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

Collective Family Office reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.53% in Q2 2026, selling an estimated $2.22K and leaving 2,609 shares worth $429K. The position accounts for 0.09% of the portfolio, ranked #126.

Collective Family Office 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.

  • Collective Family Office held 2,609 shares of iShares Core S&P Total US Stock Market ETF worth $429K as of Q2 2026.
  • Collective Family Office sold 14 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.22K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Collective Family Office's portfolio in Q2 2026, its #126 holding.
  • Collective Family Office 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 Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.