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Crumly & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Crumly & Associates’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 		$323K Hold
1,965
– – 0.06% 155
2026
Q1 		$280K Hold
1,965
– – 0.06% 167
2025
Q4 		$292K Hold
1,965
– – 0.06% 152
2025
Q3 		$286K Hold
1,965
– – 0.06% 153
2025
Q2 		$265K Hold
1,965
– – 0.06% 138
2025
Q1 		$240K Hold
1,965
– – 0.07% 151
2024
Q4 		$253K Hold
1,965
– – 0.07% 137
2024
Q3 		$247K Hold
1,965
– – 0.07% 135
2024
Q2 		$233K Hold
1,965
– – 0.07% 129
2024
Q1 		$227K Hold
1,965
– – 0.06% 125
2023
Q4 		$207K Buy
+1,965
New +$193K 0.06% 124

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Crumly & Associates's ITOT Position: Q2 2026 in Review

Crumly & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,965 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #155.

Crumly & Associates first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 583 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Crumly & Associates held 1,965 shares of iShares Core S&P Total US Stock Market ETF worth $323K as of Q2 2026.
  • Crumly & Associates 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 0.06% of Crumly & Associates's portfolio in Q2 2026, its #155 holding.
  • Crumly & Associates 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.
  • 583 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.