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ITOT icon

Doliver Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Doliver Advisors’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 		$5.53M Buy
33,682
+54
+0.2% +$8.57K 1.25% 12
2026
Q1 		$4.79M Sell
33,628
-71
-0.2% -$10.6K 1.09% 11
2025
Q4 		$5.01M Sell
33,699
-371
-1% -$54.8K 1.25% 11
2025
Q3 		$4.96M Sell
34,070
-54
-0.2% -$7.57K 1.28% 11
2025
Q2 		$4.61M Sell
34,124
-2,345
-6% -$293K 1.26% 12
2025
Q1 		$4.45M Sell
36,469
-2,940
-7% -$379K 1.25% 12
2024
Q4 		$5.07M Sell
39,409
-10,269
-21% -$1.33M 1.41% 10
2024
Q3 		$6.24M Sell
49,678
-2,482
-5% -$300K 1.71% 7
2024
Q2 		$6.2M Sell
52,160
-10,685
-17% -$1.23M 1.73% 7
2024
Q1 		$7.25M Buy
62,845
+8,926
+17% +$979K 2.04% 5
2023
Q4 		$5.67M Sell
53,919
-35
-0.1% -$3.43K 1.74% 6
2023
Q3 		$5.08M Sell
53,954
-1,338
-2% -$131K 1.53% 6
2023
Q2 		$5.41M Hold
55,292
– – 1.65% 4
2023
Q1 		$5.01M Buy
55,292
+71
+0.1% +$6.3K 1.57% 5
2022
Q4 		$4.68M Sell
55,221
-28,032
-34% -$2.39M 1.54% 5
2022
Q3 		$6.62M Buy
83,253
+21,219
+34% +$1.88M 2.44% 4
2022
Q2 		$5.2M Sell
62,034
-26,658
-30% -$2.43M 1.85% 5
2022
Q1 		$8.95M Buy
+88,692
New +$8.84M 2.83% 3
2021
Q2 		– Sell
-166,089
Closed -$15.2M – 147
2021
Q1 		$15.2M Buy
166,089
+96,183
+138% +$8.63M 5.66% 4
2020
Q4 		$6.03M Buy
69,906
+50,676
+264% +$4.1M 2.66% 4
2020
Q3 		$1.45M Sell
19,230
-4,690
-20% -$350K 0.74% 23
2020
Q2 		$1.66M Buy
23,920
+2,510
+12% +$164K 0.74% 25
2020
Q1 		$1.37M Buy
21,410
+1,250
+6% +$85.8K 0.68% 30
2019
Q4 		$1.47M Sell
20,160
-1,350
-6% -$93.9K 0.58% 28
2019
Q3 		$1.45M Buy
+21,510
New +$1.44M 0.58% 26

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Doliver Advisors's ITOT Position: Q2 2026 in Review

Doliver Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.16% in Q2 2026, buying an estimated $8.57K and bringing the position to 33,682 shares worth $5.53M. The position accounts for 1.25% of the portfolio, ranked #12.

Doliver Advisors first reported a position in ITOT in Q3 2019 and has held it in 25 quarters since. The position peaked at $15.2M in Q1 2021. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Doliver Advisors held 33,682 shares of iShares Core S&P Total US Stock Market ETF worth $5.53M as of Q2 2026.
  • Doliver Advisors bought 54 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.57K.
  • iShares Core S&P Total US Stock Market ETF made up 1.25% of Doliver Advisors's portfolio in Q2 2026, its #12 holding.
  • Doliver Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 25 quarters since.
  • Doliver Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $15.2M in Q1 2021.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.