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

CoreCap 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	$724K	Buy	4,407 +828	+23%	+$131K	0.02%	458
2026 Q1	$510K	Buy	3,579 +9	+0.3%	+$1.34K	0.02%	508
2025 Q4	$531K	Sell	3,570 -93	-3%	-$13.7K	0.02%	498
2025 Q3	$534K	Buy	3,663 +11	+0.3%	+$1.54K	0.02%	512
2025 Q2	$493K	Buy	3,652 +207	+6%	+$25.8K	0.02%	517
2025 Q1	$420K	Buy	3,445 +1,339	+64%	+$173K	0.02%	509
2024 Q4	$271K	Sell	2,106 -1,251	-37%	-$162K	0.01%	615
2024 Q3	$422K	Buy	+3,357	New	+$406K	0.02%	503
2024 Q2	–	Sell	-36,342	Closed	-$4.19M	–	2095
2024 Q1	$4.19M	Buy	36,342 +14,543	+67%	+$1.59M	0.22%	85
2023 Q4	$2.29M	Buy	21,799 +18,987	+675%	+$1.86M	0.15%	131
2023 Q3	$265K	Buy	2,812 +19	+0.7%	+$1.87K	0.02%	451
2023 Q2	$273K	Buy	+2,793	New	+$258K	0.02%	469
2022 Q4	$684K	Buy	8,060 +5,225	+184%	+$446K	0.05%	299
2022 Q3	$226K	Sell	2,835 -131	-4%	-$11.6K	0.02%	463
2022 Q2	$249K	Buy	2,966 +611	+26%	+$55.7K	0.02%	464
2022 Q1	$238K	Sell	2,355 -61	-3%	-$6.08K	0.02%	465
2021 Q4	$258K	Buy	+2,416	New	+$253K	0.02%	477

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

CoreCap Advisors's ITOT Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 23% in Q2 2026, buying an estimated $131K and bringing the position to 4,407 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #458.

CoreCap Advisors first reported a position in ITOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.19M in Q1 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

CoreCap Advisors held 4,407 shares of iShares Core S&P Total US Stock Market ETF worth $724K as of Q2 2026.
CoreCap Advisors bought 828 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $131K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #458 holding.
CoreCap Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 17 quarters since.
CoreCap Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $4.19M in Q1 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.