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

Keel Point’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	$2.89M	Hold	17,621	–	–	0.17%	86
2026 Q1	$2.51M	Buy	+17,621	New	+$2.62M	0.17%	87
2019 Q4	–	Sell	-3,640	Closed	-$244K	–	198
2019 Q3	$244K	Hold	3,640	–	–	0.03%	160
2019 Q2	$243K	Hold	3,640	–	–	0.03%	170
2019 Q1	$234K	Hold	3,640	–	–	0.03%	177
2018 Q4	$207K	Hold	3,640	–	–	0.03%	193
2018 Q3	$243K	Hold	3,640	–	–	0.03%	161
2018 Q2	$228K	Hold	3,640	–	–	0.03%	151
2018 Q1	$220K	Buy	+3,640	New	+$227K	0.03%	146

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

Keel Point's ITOT Position: Q2 2026 in Review

Keel Point held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 17,621 shares worth $2.89M. The position accounts for 0.17% of the portfolio, ranked #86.

Keel Point first reported a position in ITOT in Q1 2018 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Keel Point held 17,621 shares of iShares Core S&P Total US Stock Market ETF worth $2.89M as of Q2 2026.
Keel Point left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.17% of Keel Point's portfolio in Q2 2026, its #86 holding.
Keel Point first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 9 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 Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.