Donor Advised Charitable Giving’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Donor Advised Charitable Giving’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	$9.22M	Buy	56,156 +144	+0.3%	+$22.9K	0.21%	2
2026 Q1	$7.98M	Sell	56,012 -3,286	-6%	-$489K	0.2%	2
2025 Q4	$8.82M	Sell	59,298 -131	-0.2%	-$19.3K	0.2%	2
2025 Q3	$8.66M	Buy	59,429 +169	+0.3%	+$23.7K	0.17%	2
2025 Q2	$8M	Buy	59,260 +163	+0.3%	+$20.3K	0.16%	3
2025 Q1	$7.21M	Buy	59,097 +173	+0.3%	+$22.3K	0.21%	2
2024 Q4	$7.58M	Buy	58,924 +213	+0.4%	+$27.6K	0.17%	2
2024 Q3	$7.38M	Buy	58,711 +218	+0.4%	+$26.4K	0.18%	2
2024 Q2	$6.95M	Buy	58,493 +166	+0.3%	+$19.1K	0.16%	2
2024 Q1	$6.73M	Buy	58,327 +155	+0.3%	+$17K	0.21%	2
2023 Q4	$6.12M	Buy	+58,172	New	+$5.7M	0.33%	4

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Donor Advised Charitable Giving's ITOT Position: Q2 2026 in Review

Donor Advised Charitable Giving increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $22.9K and bringing the position to 56,156 shares worth $9.22M. The position accounts for 0.21% of the portfolio, ranked #2.

Donor Advised Charitable Giving first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Donor Advised Charitable Giving held 56,156 shares of iShares Core S&P Total US Stock Market ETF worth $9.22M as of Q2 2026.
Donor Advised Charitable Giving bought 144 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $22.9K.
iShares Core S&P Total US Stock Market ETF made up 0.21% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #2 holding.
Donor Advised Charitable Giving first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.