ERIC
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Eagle Rock Investment Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Eagle Rock Investment Company’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 		$406K Hold
2,474
– – 0.05% 126
2026
Q1 		$352K Hold
2,474
– – 0.05% 133
2025
Q4 		$368K Buy
+2,474
New +$365K 0.05% 133

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Eagle Rock Investment Company's ITOT Position: Q2 2026 in Review

Eagle Rock Investment Company held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,474 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #126.

Eagle Rock Investment Company first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Eagle Rock Investment Company held 2,474 shares of iShares Core S&P Total US Stock Market ETF worth $406K as of Q2 2026.
  • Eagle Rock Investment Company 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 0.05% of Eagle Rock Investment Company's portfolio in Q2 2026, its #126 holding.
  • Eagle Rock Investment Company 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.
  • 821 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.