Duncker Streett & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Duncker Streett & Co’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	$118K	Hold	717	–	–	0.02%	276
2026 Q1	$102K	Hold	717	–	–	0.02%	278
2025 Q4	$107K	Hold	717	–	–	0.02%	272
2025 Q3	$104K	Hold	717	–	–	0.02%	277
2025 Q2	$96.8K	Buy	717 +325	+83%	+$40.6K	0.02%	276
2025 Q1	$47.8K	Hold	392	–	–	0.01%	314
2024 Q4	$50.4K	Buy	392 +225	+135%	+$29.1K	0.01%	323
2024 Q3	$21K	Hold	167	–	–	﹤0.01%	378
2024 Q2	$19.8K	Buy	+167	New	+$19.2K	﹤0.01%	378
2021 Q1	–	Sell	-493	Closed	-$43K	–	515
2020 Q4	$43K	Hold	493	–	–	0.01%	350
2020 Q3	$37K	Hold	493	–	–	0.01%	339
2020 Q2	$34K	Hold	493	–	–	0.01%	342
2020 Q1	$28K	Hold	493	–	–	0.01%	360
2019 Q4	$36K	Buy	+493	New	+$34.3K	0.01%	374

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

Duncker Streett & Co's ITOT Position: Q2 2026 in Review

Duncker Streett & Co held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 717 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #276.

Duncker Streett & Co first reported a position in ITOT in Q4 2019 and has held it in 14 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Duncker Streett & Co held 717 shares of iShares Core S&P Total US Stock Market ETF worth $118K as of Q2 2026.
Duncker Streett & Co left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Duncker Streett & Co's portfolio in Q2 2026, its #276 holding.
Duncker Streett & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 14 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.