D'Orazio & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

D'Orazio & Associates’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	$2.06M	Buy	12,554 +1,168	+10%	+$185K	0.24%	43
2026 Q1	$1.62M	Hold	11,386	–	–	0.21%	48
2025 Q4	$1.69M	Buy	11,386 +280	+3%	+$41.3K	0.22%	46
2025 Q3	$1.62M	Sell	11,106 -75	-0.7%	-$10.5K	0.21%	46
2025 Q2	$1.51M	Buy	11,181 +7,645	+216%	+$954K	0.21%	49
2025 Q1	$431K	Buy	3,536 +1,485	+72%	+$191K	0.07%	112
2024 Q4	$264K	Hold	2,051	–	–	0.04%	173
2024 Q3	$258K	Buy	+2,051	New	+$248K	0.04%	180
2020 Q2	–	Sell	-1,000	Closed	-$57K	–	349
2020 Q1	$57K	Hold	1,000	–	–	0.03%	118
2019 Q4	$73K	Hold	1,000	–	–	0.02%	118
2019 Q3	$67K	Buy	+1,000	New	+$67K	0.02%	121

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

D'Orazio & Associates's ITOT Position: Q2 2026 in Review

D'Orazio & Associates increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, buying an estimated $185K and bringing the position to 12,554 shares worth $2.06M. The position accounts for 0.24% of the portfolio, ranked #43.

D'Orazio & Associates first reported a position in ITOT in Q3 2019 and has held it in 11 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

D'Orazio & Associates held 12,554 shares of iShares Core S&P Total US Stock Market ETF worth $2.06M as of Q2 2026.
D'Orazio & Associates bought 1,168 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $185K.
iShares Core S&P Total US Stock Market ETF made up 0.24% of D'Orazio & Associates's portfolio in Q2 2026, its #43 holding.
D'Orazio & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 11 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.