Kovitz Investment Group Partners
ITOT icon

Kovitz Investment Group Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Kovitz Investment Group 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 		$1.65M Sell
10,071
-435
-4% -$69K 0.04% 255
2026
Q1 		$1.5M Buy
10,506
+360
+4% +$53.5K 0.03% 265
2025
Q4 		$1.51M Sell
10,146
-330,662
-97% -$48.8M 0.03% 270
2025
Q3 		$49.6M Buy
340,808
+2,972
+0.9% +$417K 0.19% 109
2025
Q2 		$45.6M Buy
337,836
+17,033
+5% +$2.13M 0.2% 105
2025
Q1 		$39.1M Sell
320,803
-26,265
-8% -$3.39M 0.2% 106
2024
Q4 		$44.6M Buy
347,068
+2,446
+0.7% +$317K 0.22% 97
2024
Q3 		$43M Buy
344,622
+102,650
+42% +$12.4M 0.31% 73
2024
Q2 		$28.7M Buy
241,972
+6,333
+3% +$727K 0.25% 71
2024
Q1 		$27.2M Sell
235,639
-34,648
-13% -$3.8M 0.35% 46
2023
Q4 		$28.4M Sell
270,287
-8,991
-3% -$881K 0.47% 37
2023
Q3 		$26.3M Sell
279,278
-15,275
-5% -$1.5M 0.47% 39
2023
Q2 		$28.8M Buy
294,553
+65,290
+28% +$6.04M 0.42% 42
2023
Q1 		$20.8M Buy
+229,263
New +$20.4M 0.36% 47

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

Kovitz Investment Group Partners's ITOT Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.1% in Q2 2026, selling an estimated $69K and leaving 10,071 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #255.

Kovitz Investment Group Partners first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $49.6M in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Kovitz Investment Group Partners held 10,071 shares of iShares Core S&P Total US Stock Market ETF worth $1.65M as of Q2 2026.
  • Kovitz Investment Group Partners sold 435 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $69K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #255 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's iShares Core S&P Total US Stock Market ETF position peaked at $49.6M in Q3 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.