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

Concurrent Investment 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	$6.5M	Buy	39,596 +4,454	+13%	+$707K	0.06%	368
2026 Q1	$5.01M	Buy	35,142 +1,739	+5%	+$259K	0.05%	358
2025 Q4	$4.97M	Buy	33,403 +12,542	+60%	+$1.85M	0.06%	328
2025 Q3	$3.04M	Buy	20,861 +1,528	+8%	+$214K	0.05%	351
2025 Q2	$2.61M	Buy	19,333 +857	+5%	+$107K	0.05%	362
2025 Q1	$2.25M	Buy	18,476 +3,073	+20%	+$396K	0.05%	345
2024 Q4	$1.98M	Sell	15,403 -2,774	-15%	-$359K	0.05%	329
2024 Q3	$2.28M	Buy	18,177 +1,378	+8%	+$167K	0.07%	279
2024 Q2	$2M	Buy	16,799 +7,509	+81%	+$862K	0.07%	281
2024 Q1	$1.07M	Sell	9,290 -1,407	-13%	-$154K	0.04%	359
2023 Q4	$1.13M	Buy	+10,697	New	+$1.05M	0.05%	316

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

Concurrent Investment Advisors's ITOT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, buying an estimated $707K and bringing the position to 39,596 shares worth $6.5M. The position accounts for 0.06% of the portfolio, ranked #368.

Concurrent Investment Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Concurrent Investment Advisors held 39,596 shares of iShares Core S&P Total US Stock Market ETF worth $6.5M as of Q2 2026.
Concurrent Investment Advisors bought 4,454 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $707K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #368 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.