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Donaldson Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Donaldson Capital Management’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
2025
Q2 		– Sell
-2,130
Closed -$260K – 219
2025
Q1 		$260K Buy
+2,130
New +$275K 0.01% 200

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Donaldson Capital Management's ITOT Position: Q2 2025 in Review

Donaldson Capital Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2025, closing a stake of 2,130 shares — an estimated $260K sold.

Donaldson Capital Management first reported a position in ITOT in Q1 2025 and held it in 1 quarter. The position peaked at $260K in Q1 2025. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Donaldson Capital Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Donaldson Capital Management sold 2,130 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $260K.
  • Donaldson Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • Donaldson Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $260K in Q1 2025.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Donaldson Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.