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David J. Yvars Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

David J. Yvars Group’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 		$205K Buy
+1,248
New +$198K 0.1% 98

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

David J. Yvars Group's ITOT Position: Q2 2026 in Review

David J. Yvars Group opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,248 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings.

349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • David J. Yvars Group held 1,248 shares of iShares Core S&P Total US Stock Market ETF worth $205K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new David J. Yvars Group position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.1% of David J. Yvars Group's portfolio in Q2 2026, its #98 holding.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.