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

Kimelman & Baird’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	$44.2K	Hold	269	–	–	﹤0.01%	181
2026 Q1	$38.3K	Hold	269	–	–	﹤0.01%	187
2025 Q4	$40K	Hold	269	–	–	﹤0.01%	183
2025 Q3	$39.2K	Hold	269	–	–	﹤0.01%	203
2025 Q2	$36.3K	Hold	269	–	–	﹤0.01%	213
2025 Q1	$32.8K	Hold	269	–	–	﹤0.01%	220
2024 Q4	$34.6K	Hold	269	–	–	﹤0.01%	220
2024 Q3	$33.8K	Hold	269	–	–	﹤0.01%	221
2024 Q2	$32K	Buy	+269	New	+$30.9K	﹤0.01%	222

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

Kimelman & Baird's ITOT Position: Q2 2026 in Review

Kimelman & Baird held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 269 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Kimelman & Baird first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kimelman & Baird held 269 shares of iShares Core S&P Total US Stock Market ETF worth $44.2K as of Q2 2026.
Kimelman & Baird 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 ﹤0.01% of Kimelman & Baird's portfolio in Q2 2026, its #181 holding.
Kimelman & Baird first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.