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

Davidson Investment 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 		$8.12M Sell
49,458
-816
-2% -$130K 0.33% 78
2026
Q1 		$7.16M Sell
50,274
-3
-0% -$446 0.31% 81
2025
Q4 		$7.48M Buy
50,277
+81
+0.2% +$12K 0.31% 81
2025
Q3 		$7.31M Sell
50,196
-409
-0.8% -$57.4K 0.31% 83
2025
Q2 		$6.83M Sell
50,605
-211
-0.4% -$26.3K 0.31% 82
2025
Q1 		$6.2M Buy
50,816
+2,535
+5% +$327K 0.31% 83
2024
Q4 		$6.21M Buy
48,281
+672
+1% +$87K 0.3% 82
2024
Q3 		$5.98M Buy
+47,609
New +$5.76M 0.29% 82
2020
Q2 		– Sell
-17,448
Closed -$998K – 100
2020
Q1 		$998K Sell
17,448
-2,041
-10% -$140K 0.13% 71
2019
Q4 		$1.42M Sell
19,489
-242
-1% -$16.8K 0.14% 72
2019
Q3 		$1.32M Sell
19,731
-190
-1% -$12.7K 0.14% 72
2019
Q2 		$1.33M Buy
19,921
+3,821
+24% +$250K 0.14% 72
2019
Q1 		$1.04M Sell
16,100
-613
-4% -$38K 0.11% 71
2018
Q4 		$949K Buy
16,713
+189
+1% +$11.6K 0.11% 75
2018
Q3 		$1.1M Buy
16,524
+885
+6% +$58K 0.11% 72
2018
Q2 		$978K Buy
15,639
+856
+6% +$53.2K 0.1% 75
2018
Q1 		$894K Buy
14,783
+4,172
+39% +$261K 0.1% 76
2017
Q4 		$649K Buy
10,611
+5,566
+110% +$332K 0.07% 81
2017
Q3 		$290K Sell
5,045
-4,338
-46% -$245K 0.03% 97
2017
Q2 		$520K Buy
9,383
+3,829
+69% +$210K 0.07% 80
2017
Q1 		$300K Buy
5,554
+2,590
+87% +$138K 0.04% 98
2016
Q4 		$152K Buy
+2,964
New +$148K 0.02% 110

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

Davidson Investment Advisors's ITOT Position: Q2 2026 in Review

Davidson Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2026, selling an estimated $130K and leaving 49,458 shares worth $8.12M. The position accounts for 0.33% of the portfolio, ranked #78.

Davidson Investment Advisors first reported a position in ITOT in Q4 2016 and has held it in 22 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Davidson Investment Advisors held 49,458 shares of iShares Core S&P Total US Stock Market ETF worth $8.12M as of Q2 2026.
  • Davidson Investment Advisors sold 816 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $130K.
  • iShares Core S&P Total US Stock Market ETF made up 0.33% of Davidson Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Davidson Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 22 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.