Everstar Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Everstar Asset Management’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	$365K	Sell	2,222 -66	-3%	-$10.5K	0.18%	139
2026 Q1	$326K	Buy	2,288 +66	+3%	+$9.81K	0.17%	141
2025 Q4	$330K	Sell	2,222 -91	-4%	-$13.4K	0.18%	143
2025 Q3	$337K	Sell	2,313 -423	-15%	-$59.3K	0.19%	139
2025 Q2	$369K	Sell	2,736 -256	-9%	-$31.9K	0.23%	129
2025 Q1	$365K	Sell	2,992 -60	-2%	-$7.73K	0.24%	124
2024 Q4	$393K	Sell	3,052 -6	-0.2%	-$777	0.28%	102
2024 Q3	$384K	Buy	+3,058	New	+$370K	0.26%	113

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Everstar Asset Management's ITOT Position: Q2 2026 in Review

Everstar Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q2 2026, selling an estimated $10.5K and leaving 2,222 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #139.

Everstar Asset Management first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Everstar Asset Management held 2,222 shares of iShares Core S&P Total US Stock Market ETF worth $365K as of Q2 2026.
Everstar Asset Management sold 66 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10.5K.
iShares Core S&P Total US Stock Market ETF made up 0.18% of Everstar Asset Management's portfolio in Q2 2026, its #139 holding.
Everstar Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $393K in Q4 2024.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.