EC
ITOT icon

Eaton-Cambridge’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Eaton-Cambridge’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 		$750K Buy
4,565
+398
+10% +$63.2K 0.21% 28
2026
Q1 		$594K Sell
4,167
-1
-0% -$149 0.19% 28
2025
Q4 		$620K Hold
4,168
– – 0.2% 24
2025
Q3 		$607K Hold
4,168
– – 0.21% 25
2025
Q2 		$563K Hold
4,168
– – 0.21% 23
2025
Q1 		$509K Hold
4,168
– – 0.22% 23
2024
Q4 		$536K Hold
4,168
– – 0.24% 18
2024
Q3 		$524K Hold
4,168
– – 0.25% 19
2024
Q2 		$495K Hold
4,168
– – 0.25% 19
2024
Q1 		$481K Sell
4,168
-108
-3% -$11.8K 0.26% 20
2023
Q4 		$450K Buy
+4,276
New +$419K 0.27% 20

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

Eaton-Cambridge's ITOT Position: Q2 2026 in Review

Eaton-Cambridge increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.6% in Q2 2026, buying an estimated $63.2K and bringing the position to 4,565 shares worth $750K. The position accounts for 0.21% of the portfolio, ranked #28.

Eaton-Cambridge first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,073 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Eaton-Cambridge held 4,565 shares of iShares Core S&P Total US Stock Market ETF worth $750K as of Q2 2026.
  • Eaton-Cambridge bought 398 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $63.2K.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of Eaton-Cambridge's portfolio in Q2 2026, its #28 holding.
  • Eaton-Cambridge 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.
  • 1,073 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Eaton-Cambridge's 13F filing for Q2 2026, filed 23 Jul 2026.