Crewe Advisors’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
$573K Buy
3,488
+8
+0.2% +$1.27K 0.04% 129
2026
Q1
$496K Buy
3,480
+8
+0.2% +$1.19K 0.04% 127
2025
Q4
$516K Buy
3,472
+132
+4% +$19.5K 0.05% 125
2025
Q3
$486K Buy
3,340
+20
+0.6% +$2.81K 0.05% 130
2025
Q2
$448K Hold
3,320
0.06% 98
2025
Q1
$405K Buy
+3,320
New +$428K 0.06% 92
2021
Q2
Sell
-362
Closed -$33K 468
2021
Q1
$33K Buy
+362
New +$32.5K 0.01% 176

Other funds holding ITOT

Crewe Advisors's ITOT Position: Q2 2026 in Review

Crewe Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.23% in Q2 2026, buying an estimated $1.27K and bringing the position to 3,488 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #129.

Crewe Advisors first reported a position in ITOT in Q1 2021 and has held it in 7 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Crewe Advisors held 3,488 shares of iShares Core S&P Total US Stock Market ETF worth $573K as of Q2 2026.
  • Crewe Advisors bought 8 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.27K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #129 holding.
  • Crewe Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 7 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.