Downshift Financial’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
$1.03M Buy
6,298
+2
+0% +$317 0.46% 28
2026
Q1
$978K Buy
6,296
+37
+0.6% +$5.5K 0.51% 26
2025
Q4
$925K Buy
+6,259
New +$924K 0.57% 23

Other funds holding ITOT

Downshift Financial's ITOT Position: Q2 2026 in Review

Downshift Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q2 2026, buying an estimated $317 and bringing the position to 6,298 shares worth $1.03M. The position accounts for 0.46% of the portfolio, ranked #28.

Downshift Financial first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Downshift Financial held 6,298 shares of iShares Core S&P Total US Stock Market ETF worth $1.03M as of Q2 2026.
  • Downshift Financial bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
  • iShares Core S&P Total US Stock Market ETF made up 0.46% of Downshift Financial's portfolio in Q2 2026, its #28 holding.
  • Downshift Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.