Grimes & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Grimes & Company’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	$648K	Buy	3,944 +36	+0.9%	+$5.71K	0.01%	294
2026 Q1	$557K	Buy	3,908 +297	+8%	+$44.2K	0.02%	293
2025 Q4	$537K	Sell	3,611 -1,080	-23%	-$159K	0.01%	301
2025 Q3	$683K	Buy	4,691 +1,482	+46%	+$208K	0.02%	270
2025 Q2	$433K	Buy	3,209 +10	+0.3%	+$1.25K	0.01%	284
2025 Q1	$390K	Buy	3,199 +9	+0.3%	+$1.16K	0.01%	263
2024 Q4	$410K	Buy	3,190 +1,028	+48%	+$133K	0.01%	274
2024 Q3	$272K	Buy	2,162 +21	+1%	+$2.54K	0.01%	309
2024 Q2	$254K	Buy	2,141 +5	+0.2%	+$574	0.01%	292
2024 Q1	$246K	Buy	2,136 +5	+0.2%	+$548	0.01%	295
2023 Q4	$224K	Sell	2,131 -330	-13%	-$32.3K	0.01%	293
2023 Q3	$232K	Sell	2,461 -259	-10%	-$25.5K	0.01%	263
2023 Q2	$266K	Sell	2,720 -1	-0%	-$92	0.01%	251
2023 Q1	$246K	Hold	2,721	–	–	0.01%	255
2022 Q4	$231K	Sell	2,721 -2,186	-45%	-$187K	0.01%	257
2022 Q3	$390K	Buy	4,907 +2,187	+80%	+$193K	0.02%	199
2022 Q2	$228K	Buy	2,720 +60	+2%	+$5.47K	0.01%	250
2022 Q1	$268K	Buy	2,660 +535	+25%	+$53.3K	0.01%	249
2021 Q4	$227K	Sell	2,125 -92	-4%	-$9.62K	0.01%	276
2021 Q3	$218K	Buy	2,217 +107	+5%	+$10.8K	0.01%	276
2021 Q2	$208K	Buy	+2,110	New	+$203K	0.01%	286
2020 Q3	–	Sell	-3,374	Closed	-$234K	–	258
2020 Q2	$234K	Buy	+3,374	New	+$221K	0.02%	227
2020 Q1	–	Sell	-3,559	Closed	-$259K	–	250
2019 Q4	$259K	Buy	3,559 +59	+2%	+$4.11K	0.02%	228
2019 Q3	$235K	Sell	3,500 -1,896	-35%	-$127K	0.02%	226
2019 Q2	$360K	Buy	5,396 +1,151	+27%	+$75.4K	0.03%	193
2019 Q1	$273K	Sell	4,245 -109	-3%	-$6.76K	0.02%	209
2018 Q4	$247K	Hold	4,354	–	–	0.02%	202
2018 Q3	$290K	Hold	4,354	–	–	0.02%	201
2018 Q2	$272K	Buy	+4,354	New	+$271K	0.02%	199

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

Grimes & Company's ITOT Position: Q2 2026 in Review

Grimes & Company increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.92% in Q2 2026, buying an estimated $5.71K and bringing the position to 3,944 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #294.

Grimes & Company first reported a position in ITOT in Q2 2018 and has held it in 29 quarters since. The position peaked at $683K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Grimes & Company held 3,944 shares of iShares Core S&P Total US Stock Market ETF worth $648K as of Q2 2026.
Grimes & Company bought 36 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.71K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #294 holding.
Grimes & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 29 quarters since.
Grimes & Company's iShares Core S&P Total US Stock Market ETF position peaked at $683K in Q3 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.