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F.L. Putnam Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

F.L. Putnam Investment 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 		$6.48M Sell
39,553
-491
-1% -$77.9K 0.08% 177
2026
Q1 		$5.7M Sell
40,044
-1,017
-2% -$151K 0.09% 161
2025
Q4 		$6.11M Sell
41,061
-8,296
-17% -$1.22M 0.09% 160
2025
Q3 		$7.19M Sell
49,357
-19,297
-28% -$2.71M 0.11% 143
2025
Q2 		$9.27M Sell
68,654
-5,169
-7% -$645K 0.16% 123
2025
Q1 		$9.01M Buy
73,823
+67,561
+1,079% +$8.71M 0.17% 118
2024
Q4 		$805K Buy
6,262
+120
+2% +$15.5K 0.01% 341
2024
Q3 		$772K Sell
6,142
-923
-13% -$112K 0.01% 362
2024
Q2 		$839K Buy
7,065
+995
+16% +$114K 0.02% 343
2024
Q1 		$700K Hold
6,070
– – 0.01% 301
2023
Q4 		$639K Buy
6,070
+102
+2% +$10K 0.02% 308
2023
Q3 		$562K Sell
5,968
-1,674
-22% -$164K 0.02% 315
2023
Q2 		$748K Buy
7,642
+1,624
+27% +$150K 0.02% 302
2023
Q1 		$545K Hold
6,018
– – 0.02% 289
2022
Q4 		$510K Sell
6,018
-97
-2% -$8.28K 0.02% 287
2022
Q3 		$486K Hold
6,115
– – 0.02% 278
2022
Q2 		$512K Hold
6,115
– – 0.02% 277
2022
Q1 		$617K Hold
6,115
– – 0.02% 268
2021
Q4 		$654K Hold
6,115
– – 0.02% 263
2021
Q3 		$602K Sell
6,115
-831
-12% -$84K 0.02% 261
2021
Q2 		$686K Buy
+6,946
New +$668K 0.02% 252
2019
Q4 		– Sell
-3,130
Closed -$210K – 320
2019
Q3 		$210K Buy
+3,130
New +$210K 0.01% 281

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

F.L. Putnam Investment Management's ITOT Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $77.9K and leaving 39,553 shares worth $6.48M. The position accounts for 0.08% of the portfolio, ranked #177.

F.L. Putnam Investment Management first reported a position in ITOT in Q3 2019 and has held it in 22 quarters since. The position peaked at $9.27M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • F.L. Putnam Investment Management held 39,553 shares of iShares Core S&P Total US Stock Market ETF worth $6.48M as of Q2 2026.
  • F.L. Putnam Investment Management sold 491 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #177 holding.
  • F.L. Putnam Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 22 quarters since.
  • F.L. Putnam Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $9.27M in Q2 2025.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.