Diversify Advisory Services’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
$4.27M Buy
+26,371
New +$4.19M 0.07% 241
2026
Q1
Sell
-20,010
Closed -$3.03M 545
2025
Q4
$3.03M Buy
20,010
+735
+4% +$108K 0.1% 162
2025
Q3
$2.87M Sell
19,275
-46
-0.2% -$6.45K 0.1% 161
2025
Q2
$2.71M Buy
19,321
+13,764
+248% +$1.72M 0.1% 147
2025
Q1
$672K Buy
5,557
+402
+8% +$51.8K 0.04% 289
2024
Q4
$657K Sell
5,155
-921
-15% -$119K 0.04% 304
2024
Q3
$776K Sell
6,076
-1,588
-21% -$192K 0.04% 297
2024
Q2
$927K Sell
7,664
-941
-11% -$108K 0.05% 258
2024
Q1
$990K Buy
+8,605
New +$944K 0.06% 255

Other funds holding ITOT

Diversify Advisory Services's ITOT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 26,371 shares worth $4.27M. The stake represents 0.07% of the portfolio and ranks #241 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ITOT as recently as Q4 2025.

Diversify Advisory Services first reported a position in ITOT in Q1 2024 and has held it in 9 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Diversify Advisory Services held 26,371 shares of iShares Core S&P Total US Stock Market ETF worth $4.27M as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #241 holding.
  • Diversify Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.