Insigneo Advisory Services’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
$2.96M Buy
18,038
+712
+4% +$113K 0.11% 134
2026
Q1
$2.47M Buy
17,326
+5,337
+45% +$794K 0.18% 109
2025
Q4
$1.78M Sell
11,989
-293
-2% -$43.2K 0.13% 138
2025
Q3
$1.79M Buy
12,282
+407
+3% +$57.1K 0.13% 130
2025
Q2
$1.6M Sell
11,875
-203
-2% -$25.3K 0.14% 132
2025
Q1
$1.47M Sell
12,078
-1,696
-12% -$219K 0.15% 129
2024
Q4
$1.77M Sell
13,774
-6,428
-32% -$832K 0.18% 102
2024
Q3
$2.54M Buy
20,202
+21
+0.1% +$2.54K 0.26% 76
2024
Q2
$2.29M Buy
20,181
+2,301
+13% +$264K 0.26% 76
2024
Q1
$2.06M Sell
17,880
-1,144
-6% -$125K 0.24% 79
2023
Q4
$2M Sell
19,024
-958
-5% -$93.9K 0.28% 72
2023
Q3
$1.89M Sell
19,982
-758
-4% -$74.5K 0.38% 53
2023
Q2
$2.03M Buy
20,740
+15,229
+276% +$1.41M 0.39% 55
2023
Q1
$499K Buy
5,511
+157
+3% +$13.9K 0.16% 134
2022
Q4
$454K Buy
+5,354
New +$457K 0.17% 134

Other funds holding ITOT

Insigneo Advisory Services's ITOT Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q2 2026, buying an estimated $113K and bringing the position to 18,038 shares worth $2.96M. The position accounts for 0.11% of the portfolio, ranked #134.

Insigneo Advisory Services first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Insigneo Advisory Services held 18,038 shares of iShares Core S&P Total US Stock Market ETF worth $2.96M as of Q2 2026.
  • Insigneo Advisory Services bought 712 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $113K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Insigneo Advisory Services's portfolio in Q2 2026, its #134 holding.
  • Insigneo Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.