D.J. St. Germain’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
$141K Hold
858
0.01% 337
2026
Q1
$122K Hold
858
﹤0.01% 345
2025
Q4
$128K Hold
858
0.01% 373
2025
Q3
$125K Hold
858
0.01% 367
2025
Q2
$116K Hold
858
0.01% 364
2025
Q1
$105K Buy
858
+731
+576% +$94.2K ﹤0.01% 325
2024
Q4
$16.3K Buy
+127
New +$16.4K ﹤0.01% 536
2024
Q2
Sell
-122
Closed -$14.1K 809
2024
Q1
$14.1K Buy
122
+108
+771% +$11.8K ﹤0.01% 518
2023
Q4
$1.47K Buy
+14
New +$1.37K ﹤0.01% 705

Other funds holding ITOT

D.J. St. Germain's ITOT Position: Q2 2026 in Review

D.J. St. Germain held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 858 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #337.

D.J. St. Germain first reported a position in ITOT in Q4 2023 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • D.J. St. Germain held 858 shares of iShares Core S&P Total US Stock Market ETF worth $141K as of Q2 2026.
  • D.J. St. Germain 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 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #337 holding.
  • D.J. St. Germain first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 9 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 D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.