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

INVST’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	$1.8M	Buy	10,972 +9,322	+565%	+$1.48M	0.18%	91
2026 Q1	$235K	Sell	1,650 -8,997	-85%	-$1.34M	0.03%	311
2025 Q4	$1.58M	Sell	10,647 -707	-6%	-$104K	0.17%	102
2025 Q3	$1.65M	Sell	11,354 -4,249	-27%	-$596K	0.19%	97
2025 Q2	$2.11M	Buy	+15,603	New	+$1.95M	0.26%	69
2021 Q4	–	Sell	-2,072	Closed	-$204K	–	197
2021 Q3	$204K	Hold	2,072	–	–	0.03%	184
2021 Q2	$204K	Buy	+2,072	New	+$199K	0.03%	185
2021 Q1	–	Sell	-2,499	Closed	-$215K	–	205
2020 Q4	$215K	Buy	+2,499	New	+$202K	0.04%	151
2020 Q2	–	Sell	-39,063	Closed	-$2.13M	–	152
2020 Q1	$2.13M	Sell	39,063 -1,265	-3%	-$86.8K	0.88%	34
2019 Q4	$2.93M	Buy	40,328 +10,124	+34%	+$704K	1.1%	29
2019 Q3	$2M	Buy	30,204 +26,895	+813%	+$1.8M	0.9%	31
2019 Q2	$222K	Buy	+3,309	New	+$217K	0.11%	57

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

INVST's ITOT Position: Q2 2026 in Review

INVST increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 565% in Q2 2026, buying an estimated $1.48M and bringing the position to 10,972 shares worth $1.8M. The position accounts for 0.18% of the portfolio, ranked #91.

INVST first reported a position in ITOT in Q2 2019 and has held it in 12 quarters since. The position peaked at $2.93M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

INVST held 10,972 shares of iShares Core S&P Total US Stock Market ETF worth $1.8M as of Q2 2026.
INVST bought 9,322 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.48M.
iShares Core S&P Total US Stock Market ETF made up 0.18% of INVST's portfolio in Q2 2026, its #91 holding.
INVST first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 12 quarters since.
INVST's iShares Core S&P Total US Stock Market ETF position peaked at $2.93M in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.