Empirical Wealth Management’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
$1.23M Buy
7,487
+3,035
+68% +$482K 0.02% 355
2026
Q1
$634K Sell
4,452
-239
-5% -$35.5K 0.01% 494
2025
Q4
$698K Buy
4,691
+207
+5% +$30.6K 0.01% 416
2025
Q3
$653K Buy
4,484
+140
+3% +$19.6K 0.01% 403
2025
Q2
$587K Buy
4,344
+124
+3% +$15.5K 0.01% 396
2025
Q1
$515K Buy
4,220
+80
+2% +$10.3K 0.01% 398
2024
Q4
$532K Buy
4,140
+2
+0% +$259 0.01% 375
2024
Q3
$520K Buy
4,138
+808
+24% +$97.8K 0.01% 364
2024
Q2
$396K Buy
3,330
+1,408
+73% +$162K 0.01% 401
2024
Q1
$222K Buy
+1,922
New +$211K 0.01% 489
2022
Q1
Sell
-1,918
Closed -$205K 520
2021
Q4
$205K Buy
+1,918
New +$200K 0.01% 496
2017
Q2
Sell
-14,586
Closed -$788K 134
2017
Q1
$788K Buy
14,586
+6,471
+80% +$345K 0.2% 56
2016
Q4
$416K Buy
8,115
+3,886
+92% +$194K 0.1% 85
2016
Q3
$209K Buy
+4,229
New +$209K 0.05% 105

Other funds holding ITOT

Empirical Wealth Management's ITOT Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 68% in Q2 2026, buying an estimated $482K and bringing the position to 7,487 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #355.

Empirical Wealth Management first reported a position in ITOT in Q3 2016 and has held it in 14 quarters since. 1,392 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Empirical Wealth Management held 7,487 shares of iShares Core S&P Total US Stock Market ETF worth $1.23M as of Q2 2026.
  • Empirical Wealth Management bought 3,035 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $482K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Empirical Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2016 and has held it in 14 quarters since.
  • 1,392 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.