KPP
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Kings Path Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kings Path Partners’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 		$3.31M Sell
20,153
-4,019
-17% -$638K 0.88% 25
2026
Q1 		$3.59M Hold
24,172
– – 1.26% 18
2025
Q4 		$3.59M Sell
24,172
-45
-0.2% -$6.64K 1.26% 18
2025
Q3 		$3.53M Buy
24,217
+1
+0% +$140 1.3% 18
2025
Q2 		$3.27M Buy
24,216
+1,342
+6% +$167K 1.32% 18
2025
Q1 		$2.79M Buy
22,874
+2
+0% +$258 1.37% 17
2024
Q4 		$2.94M Buy
22,872
+8,929
+64% +$1.16M 1.26% 17
2024
Q3 		$1.75M Sell
13,943
-102
-0.7% -$12.3K 0.73% 24
2024
Q2 		$1.67M Buy
+14,045
New +$1.61M 0.79% 26

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Kings Path Partners's ITOT Position: Q2 2026 in Review

Kings Path Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $638K and leaving 20,153 shares worth $3.31M. The position accounts for 0.88% of the portfolio, ranked #25.

Kings Path Partners first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.59M in Q1 2026. 439 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Kings Path Partners held 20,153 shares of iShares Core S&P Total US Stock Market ETF worth $3.31M as of Q2 2026.
  • Kings Path Partners sold 4,019 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $638K.
  • iShares Core S&P Total US Stock Market ETF made up 0.88% of Kings Path Partners's portfolio in Q2 2026, its #25 holding.
  • Kings Path Partners 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.
  • Kings Path Partners's iShares Core S&P Total US Stock Market ETF position peaked at $3.59M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.