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Eagle Strategies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Eagle Strategies’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 		$311K Sell
1,891
-6
-0.3% -$952 0.03% 231
2026
Q1 		$270K Buy
1,897
+15
+0.8% +$2.23K 0.03% 227
2025
Q4 		$280K Buy
+1,882
New +$278K 0.04% 218
2024
Q2 		– Sell
-4,600
Closed -$530K – 271
2024
Q1 		$530K Buy
+4,600
New +$504K 0.12% 155

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Eagle Strategies's ITOT Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.32% in Q2 2026, selling an estimated $952 and leaving 1,891 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #231.

Eagle Strategies first reported a position in ITOT in Q1 2024 and has held it in 4 quarters since. The position peaked at $530K in Q1 2024. 964 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Eagle Strategies held 1,891 shares of iShares Core S&P Total US Stock Market ETF worth $311K as of Q2 2026.
  • Eagle Strategies sold 6 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $952.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #231 holding.
  • Eagle Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 4 quarters since.
  • Eagle Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $530K in Q1 2024.
  • 964 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.