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Independence Bank of Kentucky’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Independence Bank of Kentucky’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 		$219K Hold
1,331
– – 0.02% 275
2026
Q1 		$190K Hold
1,331
– – 0.02% 287
2025
Q4 		$198K Hold
1,331
– – 0.02% 287
2025
Q3 		$194K Hold
1,331
– – 0.02% 287
2025
Q2 		$180K Hold
1,331
– – 0.03% 293
2025
Q1 		$162K Hold
1,331
– – 0.03% 296
2024
Q4 		$171K Hold
1,331
– – 0.03% 293
2024
Q3 		$167K Buy
1,331
+45
+3% +$5.45K 0.04% 275
2024
Q2 		$153K Hold
1,286
– – 0.04% 261
2024
Q1 		$148K Sell
1,286
-110
-8% -$12.1K 0.04% 249
2023
Q4 		$147K Hold
1,396
– – 0.05% 229
2023
Q3 		$131K Sell
1,396
-125
-8% -$12.3K 0.06% 209
2023
Q2 		$149K Buy
1,521
+131
+9% +$12.1K 0.06% 198
2023
Q1 		$126K Sell
1,390
-90
-6% -$7.99K 0.05% 197
2022
Q4 		$126K Hold
1,480
– – 0.06% 196
2022
Q3 		$118K Hold
1,480
– – 0.06% 184
2022
Q2 		$124K Sell
1,480
-48
-3% -$4.37K 0.06% 190
2022
Q1 		$154K Hold
1,528
– – 0.06% 185
2021
Q4 		$163K Sell
1,528
-92
-6% -$9.62K 0.07% 164
2021
Q3 		$159K Hold
1,620
– – 0.07% 163
2021
Q2 		$160K Sell
1,620
-198
-11% -$19K 0.07% 161
2021
Q1 		$167K Hold
1,818
– – 0.08% 156
2020
Q4 		$157K Hold
1,818
– – 0.08% 155
2020
Q3 		$137K Buy
+1,818
New +$136K 0.08% 149

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Independence Bank of Kentucky's ITOT Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,331 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #275.

Independence Bank of Kentucky first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. 1,451 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Independence Bank of Kentucky held 1,331 shares of iShares Core S&P Total US Stock Market ETF worth $219K as of Q2 2026.
  • Independence Bank of Kentucky left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Independence Bank of Kentucky's portfolio in Q2 2026, its #275 holding.
  • Independence Bank of Kentucky first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,451 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.