Constellation Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Constellation Investments’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	$182M	Hold	1,108,000	–	–	5.72%	5
2026 Q1	$158M	Buy	1,108,000 +500,000	+82%	+$74.3M	5.24%	5
2025 Q4	$90.4M	Buy	608,000 +337,500	+125%	+$49.8M	2.79%	8
2025 Q3	$39.4M	Hold	270,500	–	–	1.84%	10
2025 Q2	$36.5M	Hold	270,500	–	–	1.69%	11
2025 Q1	$33M	Buy	270,500 +112,000	+71%	+$14.4M	1.57%	13
2024 Q4	$20.4M	Buy	+158,500	New	+$20.5M	0.93%	15

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Constellation Investments's ITOT Position: Q2 2026 in Review

Constellation Investments held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,108,000 shares worth $182M. The position accounts for 5.72% of the portfolio, ranked #5.

Constellation Investments first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Constellation Investments held 1,108,000 shares of iShares Core S&P Total US Stock Market ETF worth $182M as of Q2 2026.
Constellation Investments 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 5.72% of Constellation Investments's portfolio in Q2 2026, its #5 holding.
Constellation Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.