Eldridge Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.3M | Buy |
330,853
+2,753
| +0.8% | +$437K | 10.76% | 1 |
|
|
2026
Q1 | $46.7M | Sell |
328,100
-4,534
| -1% | -$674K | 10.24% | 1 |
|
|
2025
Q4 | $49.5M | Buy |
332,634
+2,339
| +0.7% | +$345K | 10.89% | 1 |
|
|
2025
Q3 | $48.1M | Sell |
330,295
-1,910
| -0.6% | -$268K | 10.95% | 1 |
|
|
2025
Q2 | $44.9M | Buy |
332,205
+5,609
| +2% | +$700K | 9.38% | 1 |
|
|
2025
Q1 | $39.8M | Sell |
326,596
-5,948
| -2% | -$767K | 9.17% | 1 |
|
|
2024
Q4 | $42.8M | Buy |
332,544
+39,945
| +14% | +$5.17M | 9.95% | 1 |
|
|
2024
Q3 | $36.8M | Buy |
292,599
+8,391
| +3% | +$1.02M | 8.63% | 1 |
|
|
2024
Q2 | $33.8M | Sell |
284,208
-279
| -0.1% | -$32K | 8.5% | 2 |
|
|
2024
Q1 | $32.8M | Sell |
284,487
-7,557
| -3% | -$829K | 8.42% | 2 |
|
|
2023
Q4 | $30.7M | Buy |
292,044
+11,280
| +4% | +$1.11M | 8.05% | 2 |
|
|
2023
Q3 | $26.4M | Buy |
280,764
+19,210
| +7% | +$1.89M | 8.78% | 2 |
|
|
2023
Q2 | $25.6M | Buy |
261,554
+11,613
| +5% | +$1.07M | 8.37% | 2 |
|
|
2023
Q1 | $22.6M | Sell |
249,941
-5,259
| -2% | -$467K | 7.84% | 2 |
|
|
2022
Q4 | $21.6M | Sell |
255,200
-3,406
| -1% | -$291K | 7.57% | 2 |
|
|
2022
Q3 | $20.6M | Sell |
258,606
-15,994
| -6% | -$1.41M | 7.97% | 2 |
|
|
2022
Q2 | $23M | Sell |
274,600
-16,233
| -6% | -$1.48M | 8.66% | 2 |
|
|
2022
Q1 | $29.4M | Buy |
290,833
+15,897
| +6% | +$1.59M | 9.93% | 2 |
|
|
2021
Q4 | $29.4M | Buy |
274,936
+4,012
| +1% | +$419K | 9.71% | 2 |
|
|
2021
Q3 | $26.7M | Sell |
270,924
-5,337
| -2% | -$540K | 9.49% | 2 |
|
|
2021
Q2 | $27.3M | Buy |
276,261
+1,544
| +0.6% | +$148K | 9.88% | 2 |
|
|
2021
Q1 | $25.2M | Buy |
274,717
+5,501
| +2% | +$493K | 9.71% | 2 |
|
|
2020
Q4 | $23.2M | Buy |
269,216
+8,570
| +3% | +$694K | 9.69% | 2 |
|
|
2020
Q3 | $19.7M | Sell |
260,646
-15,031
| -5% | -$1.12M | 9.26% | 2 |
|
|
2020
Q2 | $19.1M | Sell |
275,677
-6,015
| -2% | -$393K | 9.53% | 2 |
|
|
2020
Q1 | $16.1M | Buy |
281,692
+53,790
| +24% | +$3.69M | 9.16% | 2 |
|
|
2019
Q4 | $16.6M | Buy |
227,902
+18,602
| +9% | +$1.29M | 8.11% | 2 |
|
|
2019
Q3 | $14M | Sell |
209,300
-8,983
| -4% | -$602K | 7.25% | 3 |
|
|
2019
Q2 | $14.5M | Buy |
218,283
+4,043
| +2% | +$265K | 7.75% | 2 |
|
|
2019
Q1 | $13.8M | Buy |
214,240
+55,477
| +35% | +$3.44M | 7.43% | 2 |
|
|
2018
Q4 | $9.01M | Buy |
158,763
+3,029
| +2% | +$186K | 5.57% | 3 |
|
|
2018
Q3 | $10.4M | Buy |
155,734
+15,447
| +11% | +$1.01M | 6.64% | 4 |
|
|
2018
Q2 | $8.77M | Buy |
140,287
+13,243
| +10% | +$823K | 6.21% | 5 |
|
|
2018
Q1 | $7.68M | Buy |
127,044
+10,904
| +9% | +$681K | 5.75% | 5 |
|
|
2017
Q4 | $7.13M | Buy |
+116,140
| New | +$6.92M | 5.5% | 5 |
|
Other funds holding ITOT
FPAS
Eldridge Investment Advisors's ITOT Position: Q2 2026 in Review
Eldridge Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.84% in Q2 2026, buying an estimated $437K and bringing the position to 330,853 shares worth $54.3M. The position accounts for 10.76% of the portfolio, ranked #1.
Eldridge Investment Advisors first reported a position in ITOT in Q4 2017 and has held it in 35 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Eldridge Investment Advisors held 330,853 shares of iShares Core S&P Total US Stock Market ETF worth $54.3M as of Q2 2026.
- Eldridge Investment Advisors bought 2,753 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $437K.
- iShares Core S&P Total US Stock Market ETF made up 10.76% of Eldridge Investment Advisors's portfolio in Q2 2026, its #1 holding.
- Eldridge Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
- 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.