Investors Research Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Investors Research Corp’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	$9.6M	Sell	58,420 -2,052	-3%	-$326K	1.72%	15
2026 Q1	$8.61M	Sell	60,472 -4,952	-8%	-$736K	1.65%	16
2025 Q4	$9.73M	Sell	65,424 -1,491	-2%	-$220K	1.78%	11
2025 Q3	$9.75M	Sell	66,915 -1,200	-2%	-$168K	1.8%	11
2025 Q2	$9.2M	Sell	68,115 -1,904	-3%	-$238K	1.8%	11
2025 Q1	$8.54M	Sell	70,019 -1,834	-3%	-$236K	1.85%	11
2024 Q4	$9.24M	Sell	71,853 -2,022	-3%	-$262K	2.03%	11
2024 Q3	$9.28M	Sell	73,875 -434	-0.6%	-$52.5K	2.03%	11
2024 Q2	$8.83M	Sell	74,309 -1,008	-1%	-$116K	2.06%	11
2024 Q1	$8.68M	Sell	75,317 -2,782	-4%	-$305K	2.03%	11
2023 Q4	$8.22M	Sell	78,099 -1,016	-1%	-$99.6K	1.98%	11
2023 Q3	$7.45M	Buy	79,115 +1,346	+2%	+$132K	1.95%	11
2023 Q2	$7.61M	Buy	77,769 +3,139	+4%	+$290K	1.92%	8
2023 Q1	$6.76M	Buy	74,630 +3,526	+5%	+$313K	1.76%	8
2022 Q4	$6.03M	Buy	71,104 +4,015	+6%	+$343K	1.63%	8
2022 Q3	$5.34M	Buy	67,089 +7,551	+13%	+$668K	1.63%	8
2022 Q2	$4.99M	Buy	59,538 +10,520	+21%	+$958K	1.5%	8
2022 Q1	$4.95M	Buy	49,018 +12,147	+33%	+$1.21M	1.4%	8
2021 Q4	$3.94M	Buy	36,871 +9,633	+35%	+$1.01M	1.19%	8
2021 Q3	$2.68M	Buy	27,238 +6,261	+30%	+$633K	0.9%	15
2021 Q2	$2.07M	Buy	20,977 +6,873	+49%	+$661K	0.72%	24
2021 Q1	$1.29M	Buy	14,104 +6,344	+82%	+$569K	0.49%	54
2020 Q4	$669K	Buy	7,760 +4,252	+121%	+$344K	0.26%	133
2020 Q3	$265K	Buy	3,508 +3,422	+3,979%	+$255K	0.13%	237
2020 Q2	$6K	Hold	86	–	–	﹤0.01%	883
2020 Q1	$5K	Hold	86	–	–	﹤0.01%	887
2019 Q4	$6K	Hold	86	–	–	﹤0.01%	919
2019 Q3	$6K	Hold	86	–	–	﹤0.01%	915
2019 Q2	$6K	Buy	+86	New	+$5.63K	﹤0.01%	863

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

Investors Research Corp's ITOT Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.4% in Q2 2026, selling an estimated $326K and leaving 58,420 shares worth $9.6M. The position accounts for 1.72% of the portfolio, ranked #15.

Investors Research Corp first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $9.75M in Q3 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Investors Research Corp held 58,420 shares of iShares Core S&P Total US Stock Market ETF worth $9.6M as of Q2 2026.
Investors Research Corp sold 2,052 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $326K.
iShares Core S&P Total US Stock Market ETF made up 1.72% of Investors Research Corp's portfolio in Q2 2026, its #15 holding.
Investors Research Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
Investors Research Corp's iShares Core S&P Total US Stock Market ETF position peaked at $9.75M in Q3 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.