Diversified Management’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
$263K Hold
1,600
0.06% 154
2026
Q1
$228K Hold
1,600
0.04% 246
2025
Q4
$238K Buy
+1,600
New +$236K 0.06% 159

Other funds holding ITOT

Diversified Management's ITOT Position: Q2 2026 in Review

Diversified Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,600 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #154.

Diversified Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Diversified Management held 1,600 shares of iShares Core S&P Total US Stock Market ETF worth $263K as of Q2 2026.
  • Diversified Management 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 Diversified Management's portfolio in Q2 2026, its #154 holding.
  • Diversified Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.