Fulcrum Equity Management’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
Q2
$12.3M Buy
74,778
+70
+0.1% +$11.1K 9.01% 1
2026
Q1
$10.6M Sell
74,708
-2,977
-4% -$443K 10.28% 1
2025
Q4
$11.6M Sell
77,685
-1,467
-2% -$217K 11.05% 1
2025
Q3
$11.5M Sell
79,152
-1,258
-2% -$176K 11.68% 1
2025
Q2
$10.9M Buy
80,410
+219
+0.3% +$27.3K 11.15% 1
2025
Q1
$9.78M Sell
80,191
-312
-0.4% -$40.2K 10.69% 1
2024
Q4
$10.4M Sell
80,503
-263
-0.3% -$34.1K 10.24% 1
2024
Q3
$10.1M Sell
80,766
-249
-0.3% -$30.1K 8.57% 1
2024
Q2
$9.62M Buy
81,015
+76,754
+1,801% +$8.81M 8.64% 1
2024
Q1
$491K Sell
4,261
-32
-0.7% -$3.51K 0.58% 55
2023
Q4
$452K Buy
+4,293
New +$421K 0.56% 46
2021
Q3
Sell
-3,368
Closed -$333K 205
2021
Q2
$333K Buy
+3,368
New +$324K 0.12% 133

Other funds holding ITOT

Fulcrum Equity Management's ITOT Position: Q2 2026 in Review

Fulcrum Equity Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, buying an estimated $11.1K and bringing the position to 74,778 shares worth $12.3M. The position accounts for 9.01% of the portfolio, ranked #1.

Fulcrum Equity Management first reported a position in ITOT in Q2 2021 and has held it in 12 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Fulcrum Equity Management held 74,778 shares of iShares Core S&P Total US Stock Market ETF worth $12.3M as of Q2 2026.
  • Fulcrum Equity Management bought 70 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Core S&P Total US Stock Market ETF made up 9.01% of Fulcrum Equity Management's portfolio in Q2 2026, its #1 holding.
  • Fulcrum Equity Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 12 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.