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Durante & Waters’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Durante & Waters’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 		$28.1M Sell
170,830
-11,355
-6% -$1.8M 18.39% 2
2026
Q1 		$25.9M Sell
182,185
-1,720
-0.9% -$256K 18.78% 2
2025
Q4 		$27.3M Buy
183,905
+4,095
+2% +$604K 19.07% 2
2025
Q3 		$26.2M Sell
179,810
-2,253
-1% -$316K 19.26% 2
2025
Q2 		$24.6M Sell
182,063
-3,446
-2% -$430K 19.35% 2
2025
Q1 		$22.6M Buy
185,509
+393
+0.2% +$50.7K 19.02% 2
2024
Q4 		$23.8M Buy
185,116
+106
+0.1% +$13.7K 19.65% 2
2024
Q3 		$23.2M Buy
185,010
+1,770
+1% +$214K 19.5% 2
2024
Q2 		$21.8M Sell
183,240
-4,995
-3% -$573K 19.37% 2
2024
Q1 		$21.7M Sell
188,235
-2,644
-1% -$290K 19.83% 1
2023
Q4 		$20.1M Buy
+190,879
New +$18.7M 19.36% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Durante & Waters's ITOT Position: Q2 2026 in Review

Durante & Waters reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.2% in Q2 2026, selling an estimated $1.8M and leaving 170,830 shares worth $28.1M. The position accounts for 18.39% of the portfolio, ranked #2.

Durante & Waters first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Durante & Waters held 170,830 shares of iShares Core S&P Total US Stock Market ETF worth $28.1M as of Q2 2026.
  • Durante & Waters sold 11,355 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Core S&P Total US Stock Market ETF made up 18.39% of Durante & Waters's portfolio in Q2 2026, its #2 holding.
  • Durante & Waters 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.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.