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

Conservest Capital 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 		$366K Buy
+2,229
New +$354K 0.03% 104

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

Conservest Capital Advisors's ITOT Position: Q2 2026 in Review

Conservest Capital Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 2,229 shares worth $366K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings.

913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Conservest Capital Advisors held 2,229 shares of iShares Core S&P Total US Stock Market ETF worth $366K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Conservest Capital Advisors position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Conservest Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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