DPI
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Diversified Portfolios Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Diversified Portfolios Inc’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 		$8.54M Buy
51,961
+192
+0.4% +$30.5K 0.62% 35
2026
Q1 		$7.37M Buy
51,769
+7,144
+16% +$1.06M 0.61% 33
2025
Q4 		$6.64M Buy
44,625
+541
+1% +$79.8K 0.55% 36
2025
Q3 		$6.42M Sell
44,084
-242
-0.5% -$33.9K 0.57% 36
2025
Q2 		$5.99M Buy
44,326
+1,929
+5% +$241K 0.57% 35
2025
Q1 		$5.17M Buy
42,397
+10,024
+31% +$1.29M 0.54% 38
2024
Q4 		$4.16M Buy
32,373
+4,424
+16% +$573K 0.45% 44
2024
Q3 		$3.51M Buy
27,949
+2,820
+11% +$341K 0.39% 46
2024
Q2 		$2.98M Buy
25,129
+895
+4% +$103K 0.39% 46
2024
Q1 		$2.79M Buy
24,234
+978
+4% +$107K 0.39% 45
2023
Q4 		$2.45M Buy
23,256
+15,299
+192% +$1.5M 0.39% 42
2023
Q3 		$749K Buy
7,957
+1,103
+16% +$108K 0.14% 71
2023
Q2 		$671K Buy
6,854
+145
+2% +$13.4K 0.13% 75
2023
Q1 		$607K Buy
6,709
+695
+12% +$61.7K 0.14% 77
2022
Q4 		$510K Sell
6,014
-1,828
-23% -$156K 0.12% 87
2022
Q3 		$624K Buy
7,842
+273
+4% +$24.1K 0.17% 68
2022
Q2 		$634K Sell
7,569
-41,784
-85% -$3.81M 0.18% 64
2022
Q1 		$4.98M Buy
49,353
+45,922
+1,338% +$4.58M 1.19% 18
2021
Q4 		$367K Buy
+3,431
New +$359K 0.09% 103

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Diversified Portfolios Inc's ITOT Position: Q2 2026 in Review

Diversified Portfolios Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.37% in Q2 2026, buying an estimated $30.5K and bringing the position to 51,961 shares worth $8.54M. The position accounts for 0.62% of the portfolio, ranked #35.

Diversified Portfolios Inc first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Diversified Portfolios Inc held 51,961 shares of iShares Core S&P Total US Stock Market ETF worth $8.54M as of Q2 2026.
  • Diversified Portfolios Inc bought 192 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.62% of Diversified Portfolios Inc's portfolio in Q2 2026, its #35 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.