Evensky & Katz’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
Q1 | $225M | Buy |
1,580,910
+92,615
| +6% | +$13.8M | 12.81% | 1 |
|
|
2025
Q4 | $221M | Buy |
1,488,295
+47,451
| +3% | +$7M | 12.49% | 1 |
|
|
2025
Q3 | $210M | Buy |
1,440,844
+52,493
| +4% | +$7.36M | 12.17% | 2 |
|
|
2025
Q2 | $187M | Sell |
1,388,351
-34,737
| -2% | -$4.33M | 11.45% | 3 |
|
|
2025
Q1 | $174M | Buy |
1,423,088
+38,526
| +3% | +$4.97M | 11.65% | 3 |
|
|
2024
Q4 | $178M | Buy |
1,384,562
+56,194
| +4% | +$7.28M | 11.65% | 2 |
|
|
2024
Q3 | $167M | Buy |
1,328,368
+66,636
| +5% | +$8.07M | 10.87% | 2 |
|
|
2024
Q2 | $150M | Buy |
1,261,732
+59,601
| +5% | +$6.84M | 10.44% | 3 |
|
|
2024
Q1 | $139M | Buy |
1,202,131
+55,418
| +5% | +$6.08M | 9.78% | 3 |
|
|
2023
Q4 | $121M | Buy |
1,146,713
+55,131
| +5% | +$5.4M | 9.08% | 3 |
|
|
2023
Q3 | $103M | Sell |
1,091,582
-232,881
| -18% | -$22.9M | 8.78% | 4 |
|
|
2023
Q2 | $130M | Buy |
1,324,463
+31,197
| +2% | +$2.88M | 9.83% | 3 |
|
|
2023
Q1 | $117M | Buy |
1,293,266
+382,572
| +42% | +$34M | 9.46% | 3 |
|
|
2022
Q4 | $77.2M | Buy |
910,694
+69,496
| +8% | +$5.93M | 6.96% | 4 |
|
|
2022
Q3 | $66.9M | Buy |
841,198
+66,552
| +9% | +$5.88M | 7.92% | 3 |
|
|
2022
Q2 | $64.9M | Buy |
774,646
+18,296
| +2% | +$1.67M | 7.41% | 3 |
|
|
2022
Q1 | $76.3M | Sell |
756,350
-61,927
| -8% | -$6.17M | 7.55% | 3 |
|
|
2021
Q4 | $87.5M | Buy |
818,277
+70,113
| +9% | +$7.33M | 8.43% | 3 |
|
|
2021
Q3 | $73.6M | Buy |
748,164
+69,038
| +10% | +$6.98M | 7.69% | 3 |
|
|
2021
Q2 | $67.1M | Buy |
679,126
+129,626
| +24% | +$12.5M | 6.84% | 3 |
|
|
2021
Q1 | $50.3M | Buy |
549,500
+129,734
| +31% | +$11.6M | 5.56% | 4 |
|
|
2020
Q4 | $36.2M | Buy |
419,766
+162,511
| +63% | +$13.2M | 4.48% | 5 |
|
|
2020
Q3 | $19.4M | Buy |
257,255
+67,520
| +36% | +$5.04M | 2.63% | 12 |
|
|
2020
Q2 | $13.2M | Buy |
189,735
+58,622
| +45% | +$3.83M | 1.9% | 13 |
|
|
2020
Q1 | $7.5M | Buy |
131,113
+8,460
| +7% | +$581K | 1.18% | 20 |
|
|
2019
Q4 | $8.91M | Buy |
122,653
+1,701
| +1% | +$118K | 1.24% | 16 |
|
|
2019
Q3 | $8.11M | Sell |
120,952
-1,386
| -1% | -$92.9K | 1.11% | 19 |
|
|
2019
Q2 | $8.15M | Buy |
122,338
+555
| +0.5% | +$36.4K | 1.13% | 18 |
|
|
2019
Q1 | $7.84M | Buy |
121,783
+1,968
| +2% | +$122K | 1.1% | 19 |
|
|
2018
Q4 | $6.8M | Buy |
119,815
+118,698
| +10,626% | +$7.29M | 1.13% | 17 |
|
|
2018
Q3 | $74K | Hold |
1,117
| – | – | 0.01% | 50 |
|
|
2018
Q2 | $69K | Hold |
1,117
| – | – | 0.01% | 48 |
|
|
2018
Q1 | $67K | Sell |
1,117
-1,037
| -48% | -$64.8K | 0.01% | 46 |
|
|
2017
Q4 | $131K | Hold |
2,154
| – | – | 0.02% | 39 |
|
|
2017
Q3 | $124K | Hold |
2,154
| – | – | 0.02% | 40 |
|
|
2017
Q2 | $119K | Sell |
2,154
-874
| -29% | -$48K | 0.02% | 37 |
|
|
2017
Q1 | $163K | Buy |
3,028
+614
| +25% | +$32.7K | 0.03% | 35 |
|
|
2016
Q4 | $123K | Hold |
2,414
| – | – | 0.02% | 37 |
|
|
2016
Q3 | $119K | Sell |
2,414
-136
| -5% | -$6.71K | 0.02% | 35 |
|
|
2016
Q2 | $121K | Sell |
2,550
-4,598
| -64% | -$217K | 0.03% | 39 |
|
|
2016
Q1 | $333K | Buy |
7,148
+250
| +4% | +$11K | 0.08% | 39 |
|
|
2015
Q4 | $320K | Sell |
6,898
-4,218
| -38% | -$198K | 0.08% | 39 |
|
|
2015
Q3 | $486K | Buy |
11,116
+1,876
| +20% | +$87.1K | 0.13% | 35 |
|
|
2015
Q2 | $436K | Buy |
9,240
+194
| +2% | +$9.34K | 0.11% | 37 |
|
|
2015
Q1 | $428K | Buy |
+9,046
| New | +$427K | 0.12% | 35 |
|
Other funds holding ITOT
FPAS
Evensky & Katz's ITOT Position: Q1 2026 in Review
Evensky & Katz increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.2% in Q1 2026, buying an estimated $13.8M and bringing the position to 1,580,910 shares worth $225M. The position accounts for 12.81% of the portfolio, ranked #1.
Evensky & Katz first reported a position in ITOT in Q1 2015 and has held it in 45 quarters since. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Evensky & Katz held 1,580,910 shares of iShares Core S&P Total US Stock Market ETF worth $225M as of Q1 2026.
- Evensky & Katz bought 92,615 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $13.8M.
- iShares Core S&P Total US Stock Market ETF made up 12.81% of Evensky & Katz's portfolio in Q1 2026, its #1 holding.
- Evensky & Katz first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2015 and has held it in 45 quarters since.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.