KPP Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$834K Buy
5,079
+36
+0.7% +$5.71K 0.11% 159
2026
Q1
$718K Sell
5,043
-817
-14% -$121K 0.1% 173
2025
Q4
$871K Sell
5,860
-658
-10% -$97.1K 0.13% 151
2025
Q3
$949K Sell
6,518
-186
-3% -$26.1K 0.14% 138
2025
Q2
$905K Hold
6,704
0.15% 133
2025
Q1
$818K Buy
+6,704
New +$864K 0.16% 129

Other funds holding ITOT

KPP Advisory Services's ITOT Position: Q2 2026 in Review

KPP Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.71% in Q2 2026, buying an estimated $5.71K and bringing the position to 5,079 shares worth $834K. The position accounts for 0.11% of the portfolio, ranked #159.

KPP Advisory Services first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $949K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • KPP Advisory Services held 5,079 shares of iShares Core S&P Total US Stock Market ETF worth $834K as of Q2 2026.
  • KPP Advisory Services bought 36 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $5.71K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of KPP Advisory Services's portfolio in Q2 2026, its #159 holding.
  • KPP Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • KPP Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $949K 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 KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.