EPP
ITOT icon

ETF Portfolio Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

ETF Portfolio Partners’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 		$11.4M Sell
69,240
-1,526
-2% -$242K 2.71% 12
2026
Q1 		$10.1M Buy
70,766
+1,472
+2% +$219K 2.65% 12
2025
Q4 		$10.3M Buy
69,294
+2,273
+3% +$335K 2.66% 12
2025
Q3 		$9.76M Sell
67,021
-4,559
-6% -$639K 2.6% 12
2025
Q2 		$9.67M Buy
71,580
+2,777
+4% +$347K 2.68% 12
2025
Q1 		$8.39M Buy
68,803
+2,945
+4% +$380K 2.53% 12
2024
Q4 		$8.47M Sell
65,858
-5,932
-8% -$768K 2.54% 13
2024
Q3 		$9.02M Sell
71,790
-36,841
-34% -$4.46M 2.67% 10
2024
Q2 		$12.9M Sell
108,631
-5,591
-5% -$642K 4.04% 8
2024
Q1 		$13.2M Sell
114,222
-4,819
-4% -$528K 4.17% 8
2023
Q4 		$12.5M Buy
119,041
+527
+0.4% +$51.6K 4.2% 9
2023
Q3 		$11.2M Sell
118,514
-1,195
-1% -$117K 4.12% 9
2023
Q2 		$11.7M Sell
119,709
-553
-0.5% -$51.1K 4.2% 9
2023
Q1 		$10.9M Buy
120,262
+1,304
+1% +$116K 4.12% 8
2022
Q4 		$10.1M Buy
118,958
+3,792
+3% +$324K 4.24% 8
2022
Q3 		$9.16M Buy
115,166
+1,790
+2% +$158K 4.05% 8
2022
Q2 		$9.5M Buy
113,376
+27,032
+31% +$2.46M 4.1% 7
2022
Q1 		$8.72M Buy
86,344
+6,352
+8% +$633K 3.28% 10
2021
Q4 		$8.56M Buy
79,992
+1,258
+2% +$131K 3.26% 10
2021
Q3 		$7.75M Sell
78,734
-265
-0.3% -$26.8K 3.11% 11
2021
Q2 		$7.8M Buy
78,999
+1,436
+2% +$138K 3.16% 12
2021
Q1 		$7.11M Buy
77,563
+318
+0.4% +$28.5K 3.15% 12
2020
Q4 		$6.66M Buy
77,245
+1,254
+2% +$102K 3.06% 12
2020
Q3 		$5.74M Sell
75,991
-6,174
-8% -$461K 3% 12
2020
Q2 		$5.71M Sell
82,165
-548
-0.7% -$35.8K 3.11% 12
2020
Q1 		$4.73M Sell
82,713
-18,049
-18% -$1.24M 3.02% 12
2019
Q4 		$7.32M Buy
100,762
+3,198
+3% +$223K 3.87% 10
2019
Q3 		$6.54M Buy
97,564
+1,200
+1% +$80.4K 3.75% 11
2019
Q2 		$6.42M Buy
96,364
+1,377
+1% +$90.2K 3.42% 11
2019
Q1 		$6.12M Buy
94,987
+4,449
+5% +$276K 3.7% 11
2018
Q4 		$5.14M Buy
90,538
+6,431
+8% +$395K 3.44% 11
2018
Q3 		$5.6M Sell
84,107
-520
-0.6% -$34.1K 3.41% 10
2018
Q2 		$5.29M Buy
84,627
+2,708
+3% +$168K 3.41% 10
2018
Q1 		$4.95M Buy
81,919
+4,856
+6% +$303K 3.28% 11
2017
Q4 		$4.71M Buy
77,063
+3,788
+5% +$226K 3.17% 10
2017
Q3 		$4.22M Buy
73,275
+1,611
+2% +$90.9K 3% 10
2017
Q2 		$3.97M Buy
71,664
+600
+0.8% +$32.9K 2.85% 10
2017
Q1 		$3.84M Buy
71,064
+3,436
+5% +$183K 2.84% 10
2016
Q4 		$3.47M Buy
67,628
+11,966
+21% +$599K 2.73% 10
2016
Q3 		$2.76M Buy
55,662
+4,050
+8% +$200K 2.2% 13
2016
Q2 		$2.46M Buy
+51,612
New +$2.43M 2.16% 13

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

ETF Portfolio Partners's ITOT Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, selling an estimated $242K and leaving 69,240 shares worth $11.4M. The position accounts for 2.71% of the portfolio, ranked #12.

ETF Portfolio Partners first reported a position in ITOT in Q2 2016 and has held it in 41 quarters since. The position peaked at $13.2M in Q1 2024. 771 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • ETF Portfolio Partners held 69,240 shares of iShares Core S&P Total US Stock Market ETF worth $11.4M as of Q2 2026.
  • ETF Portfolio Partners sold 1,526 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $242K.
  • iShares Core S&P Total US Stock Market ETF made up 2.71% of ETF Portfolio Partners's portfolio in Q2 2026, its #12 holding.
  • ETF Portfolio Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and has held it in 41 quarters since.
  • ETF Portfolio Partners's iShares Core S&P Total US Stock Market ETF position peaked at $13.2M in Q1 2024.
  • 771 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.