International Assets Investment 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
$479K Buy
2,921
+97
+3% +$15.4K 0.03% 508
2026
Q1
$405K Buy
2,824
+130
+5% +$19.3K 0.03% 527
2025
Q4
$401K Buy
2,694
+284
+12% +$41.9K 0.03% 533
2025
Q3
$325K Hold
2,410
0.03% 579
2025
Q2
$325K Buy
2,410
+7
+0.3% +$873 0.03% 582
2025
Q1
$293K Sell
2,403
-335
-12% -$43.2K 0.03% 579
2024
Q4
$352K Buy
2,738
+119
+5% +$15.4K 0.03% 518
2024
Q3
$329K Buy
2,619
+1
+0% +$121 0.03% 446
2024
Q2
$311K Sell
2,618
-114
-4% -$13.1K 0.03% 531
2024
Q1
$314K Sell
2,732
-5
-0.2% -$548 0.03% 517
2023
Q4
$288K Sell
2,737
-143
-5% -$14K 0.04% 497
2023
Q3
$270K Buy
2,880
+186
+7% +$18.3K 0.04% 405
2023
Q2
$264K Sell
2,694
-1,344
-33% -$124K 0.04% 425
2023
Q1
$366K Sell
4,038
-625
-13% -$55.5K 0.05% 326
2022
Q4
$395K Buy
+4,663
New +$398K 0.04% 393
2022
Q1
Sell
-1,981
Closed -$212K 533
2021
Q4
$212K Buy
+1,981
New +$207K 0.04% 445
2021
Q2
Sell
-2,163
Closed -$186K 1168
2021
Q1
$186K Hold
2,163
0.02% 530
2020
Q4
$186K Buy
+2,163
New +$175K 0.03% 395

Other funds holding ITOT

International Assets Investment Management's ITOT Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,921 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #508.

International Assets Investment Management first reported a position in ITOT in Q4 2020 and has held it in 18 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • International Assets Investment Management held 2,921 shares of iShares Core S&P Total US Stock Market ETF worth $479K as of Q2 2026.
  • International Assets Investment Management bought 97 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #508 holding.
  • International Assets Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 18 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 International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.