Inscription Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Inscription Capital’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	$500K	Sell	3,046 -203	-6%	-$32.2K	0.04%	395
2026 Q1	$463K	Buy	3,249 +192	+6%	+$28.6K	0.05%	386
2025 Q4	$455K	Sell	3,057 -69	-2%	-$10.2K	0.05%	390
2025 Q3	$455K	Sell	3,126 -43	-1%	-$6.03K	0.05%	381
2025 Q2	$428K	Buy	+3,169	New	+$395K	0.06%	258
2024 Q3	$229K	Buy	+1,822	New	+$221K	0.03%	333
2019 Q2	–	Sell	-176	Closed	-$11K	–	170
2019 Q1	$11K	Hold	176	–	–	0.01%	233
2018 Q4	$10K	Buy	+176	New	+$10.8K	0.01%	257

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

Inscription Capital's ITOT Position: Q2 2026 in Review

Inscription Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.2% in Q2 2026, selling an estimated $32.2K and leaving 3,046 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #395.

Inscription Capital first reported a position in ITOT in Q4 2018 and has held it in 8 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Inscription Capital held 3,046 shares of iShares Core S&P Total US Stock Market ETF worth $500K as of Q2 2026.
Inscription Capital sold 203 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.2K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Inscription Capital's portfolio in Q2 2026, its #395 holding.
Inscription Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 8 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.