Five Oceans Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Five Oceans Advisors’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	$413K	Sell	2,514 -109	-4%	-$17.3K	0.13%	99
2026 Q1	$374K	Hold	2,623	–	–	0.14%	94
2025 Q4	$390K	Sell	2,623 -228	-8%	-$33.6K	0.14%	88
2025 Q3	$415K	Hold	2,851	–	–	0.15%	79
2025 Q2	$385K	Sell	2,851 -1,121	-28%	-$140K	0.16%	80
2025 Q1	$485K	Sell	3,972 -412	-9%	-$53.1K	0.23%	62
2024 Q4	$564K	Sell	4,384 -22	-0.5%	-$2.85K	0.26%	56
2024 Q3	$554K	Hold	4,406	–	–	0.27%	59
2024 Q2	$523K	Sell	4,406 -1	-0%	-$115	0.27%	62
2024 Q1	$508K	Sell	4,407 -1	-0%	-$110	0.26%	64
2023 Q4	$464K	Sell	4,408 -7	-0.2%	-$686	0.26%	72
2023 Q3	$416K	Buy	4,415 +8	+0.2%	+$786	0.27%	80
2023 Q2	$431K	Sell	4,407 -2,712	-38%	-$251K	0.28%	76
2023 Q1	$645K	Buy	7,119 +13	+0.2%	+$1.15K	0.42%	54
2022 Q4	$603K	Sell	7,106 -375	-5%	-$32K	0.42%	57
2022 Q3	$595K	Buy	7,481 +335	+5%	+$29.6K	0.47%	49
2022 Q2	$599K	Buy	7,146 +175	+3%	+$15.9K	0.45%	47
2022 Q1	$704K	Buy	6,971 +377	+6%	+$37.6K	0.63%	34
2021 Q4	$705K	Sell	6,594 -287	-4%	-$30K	0.62%	34
2021 Q3	$677K	Buy	+6,881	New	+$696K	0.78%	28

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

Five Oceans Advisors's ITOT Position: Q2 2026 in Review

Five Oceans Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.2% in Q2 2026, selling an estimated $17.3K and leaving 2,514 shares worth $413K. The position accounts for 0.13% of the portfolio, ranked #99.

Five Oceans Advisors first reported a position in ITOT in Q3 2021 and has held it in 20 quarters since. The position peaked at $705K in Q4 2021. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Five Oceans Advisors held 2,514 shares of iShares Core S&P Total US Stock Market ETF worth $413K as of Q2 2026.
Five Oceans Advisors sold 109 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $17.3K.
iShares Core S&P Total US Stock Market ETF made up 0.13% of Five Oceans Advisors's portfolio in Q2 2026, its #99 holding.
Five Oceans Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
Five Oceans Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $705K in Q4 2021.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.