Disciplined Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Disciplined Investments’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	$247K	Hold	1,501	–	–	0.08%	127
2026 Q1	$214K	Sell	1,501 -50	-3%	-$7.43K	0.08%	131
2025 Q4	$231K	Sell	1,551 -417	-21%	-$61.5K	0.09%	114
2025 Q3	$287K	Sell	1,968 -1,470	-43%	-$206K	0.11%	106
2025 Q2	$464K	Sell	3,438 -634	-16%	-$79.1K	0.2%	84
2025 Q1	$497K	Sell	4,072 -64	-2%	-$8.25K	0.23%	83
2024 Q4	$532K	Buy	+4,136	New	+$536K	0.26%	79
2023 Q3	–	Sell	-792	Closed	-$77.5K	–	813
2023 Q2	$77.5K	Buy	792 +205	+35%	+$19K	0.04%	171
2023 Q1	$53.2K	Hold	587	–	–	0.02%	214
2022 Q4	$49.8K	Hold	587	–	–	0.02%	203
2022 Q3	$47K	Hold	587	–	–	0.02%	227
2022 Q2	$49K	Buy	587 +77	+15%	+$7.01K	0.02%	219
2022 Q1	$51K	Sell	510 -135	-21%	-$13.5K	0.02%	220
2021 Q4	$69K	Sell	645 -16	-2%	-$1.67K	0.03%	183
2021 Q3	$65K	Hold	661	–	–	0.03%	178
2021 Q2	$65K	Sell	661 -10	-1%	-$962	0.03%	178
2021 Q1	$61K	Buy	671 +373	+125%	+$33.5K	0.04%	168
2020 Q4	$26K	Hold	298	–	–	0.02%	187
2020 Q3	$22K	Hold	298	–	–	0.02%	209
2020 Q2	$21K	Hold	298	–	–	0.02%	220
2020 Q1	$17K	Hold	298	–	–	0.02%	231
2019 Q4	$22K	Buy	+298	New	+$20.7K	0.02%	238

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Disciplined Investments's ITOT Position: Q2 2026 in Review

Disciplined Investments held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,501 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #127.

Disciplined Investments first reported a position in ITOT in Q4 2019 and has held it in 22 quarters since. The position peaked at $532K in Q4 2024. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Disciplined Investments held 1,501 shares of iShares Core S&P Total US Stock Market ETF worth $247K as of Q2 2026.
Disciplined Investments 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 0.08% of Disciplined Investments's portfolio in Q2 2026, its #127 holding.
Disciplined Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
Disciplined Investments's iShares Core S&P Total US Stock Market ETF position peaked at $532K in Q4 2024.
1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.