DT
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Diversified Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Diversified Trust’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 		$474K Sell
2,887
-306
-10% -$48.6K 0.01% 771
2026
Q1 		$455K Hold
3,193
– – 0.01% 717
2025
Q4 		$475K Buy
3,193
+310
+11% +$45.8K 0.01% 676
2025
Q3 		$420K Hold
2,883
– – 0.01% 700
2025
Q2 		$389K Buy
2,883
+112
+4% +$14K 0.01% 673
2025
Q1 		$338K Hold
2,771
– – 0.01% 700
2024
Q4 		$356K Sell
2,771
-70
-2% -$9.06K 0.01% 692
2024
Q3 		$357K Buy
+2,841
New +$344K 0.01% 694
2023
Q4 		– Sell
-2,569
Closed -$242K – 908
2023
Q3 		$242K Sell
2,569
-30
-1% -$2.95K 0.01% 698
2023
Q2 		$254K Sell
2,599
-57
-2% -$5.27K 0.01% 690
2023
Q1 		$241K Hold
2,656
– – 0.01% 709
2022
Q4 		$225K Buy
+2,656
New +$227K 0.01% 694

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
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Diversified Trust's ITOT Position: Q2 2026 in Review

Diversified Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.6% in Q2 2026, selling an estimated $48.6K and leaving 2,887 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #771.

Diversified Trust first reported a position in ITOT in Q4 2022 and has held it in 12 quarters since. The position peaked at $475K in Q4 2025. 578 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Diversified Trust held 2,887 shares of iShares Core S&P Total US Stock Market ETF worth $474K as of Q2 2026.
  • Diversified Trust sold 306 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $48.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #771 holding.
  • Diversified Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
  • Diversified Trust's iShares Core S&P Total US Stock Market ETF position peaked at $475K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.