KCM
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KM Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

KM Capital Management’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 		$22.5M Buy
+136,877
New +$21.7M 10.57% 3
2026
Q1 		– Sell
-147,271
Closed -$21.9M – 83
2025
Q4 		$21.9M Sell
147,271
-39,567
-21% -$5.84M 11.19% 2
2025
Q3 		$27.2M Sell
186,838
-24,715
-12% -$3.47M 12.58% 2
2025
Q2 		$28.6M Sell
211,553
-31,408
-13% -$3.92M 14.1% 2
2025
Q1 		$29.6M Sell
242,961
-19,350
-7% -$2.49M 15.97% 2
2024
Q4 		$33.7M Buy
262,311
+18,454
+8% +$2.39M 17.46% 2
2024
Q3 		$30.6M Sell
243,857
-10,811
-4% -$1.31M 16.37% 2
2024
Q2 		$30.2M Buy
254,668
+4,805
+2% +$551K 15.65% 2
2024
Q1 		$28.8M Buy
249,863
+70,062
+39% +$7.68M 15.97% 2
2023
Q4 		$18.9M Sell
179,801
-10,329
-5% -$1.01M 10.93% 2
2023
Q3 		$17.9M Sell
190,130
-4,083
-2% -$401K 12.25% 2
2023
Q2 		$19M Buy
194,213
+71,999
+59% +$6.66M 13.69% 2
2023
Q1 		$11.1M Sell
122,214
-4,356
-3% -$387K 10.21% 2
2022
Q4 		$10.7M Buy
+126,570
New +$10.8M 10.68% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

KM Capital Management's ITOT Position: Q2 2026 in Review

KM Capital Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 136,877 shares worth $22.5M. The stake represents 10.57% of the portfolio and ranks #3 among its holdings. This is a return to the name: KM Capital Management previously reported a position in ITOT as recently as Q4 2025.

KM Capital Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.7M in Q4 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • KM Capital Management held 136,877 shares of iShares Core S&P Total US Stock Market ETF worth $22.5M as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new KM Capital Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 10.57% of KM Capital Management's portfolio in Q2 2026, its #3 holding.
  • KM Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • KM Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $33.7M in Q4 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.