L.K. Benson & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

L.K. Benson & Company’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	$1.25M	Sell	7,599 -247	-3%	-$39.2K	0.38%	40
2026 Q1	$1.12M	Hold	7,846	–	–	0.37%	41
2025 Q4	$1.17M	Buy	7,846 +80	+1%	+$11.8K	0.59%	39
2025 Q3	$1.13M	Buy	7,766 +85	+1%	+$11.9K	0.61%	39
2025 Q2	$1.04M	Buy	7,681 +142	+2%	+$17.7K	0.64%	38
2025 Q1	$920K	Buy	7,539 +171	+2%	+$22K	0.64%	37
2024 Q4	$948K	Buy	+7,368	New	+$954K	0.67%	35

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

L.K. Benson & Company's ITOT Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, selling an estimated $39.2K and leaving 7,599 shares worth $1.25M. The position accounts for 0.38% of the portfolio, ranked #40.

L.K. Benson & Company first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

L.K. Benson & Company held 7,599 shares of iShares Core S&P Total US Stock Market ETF worth $1.25M as of Q2 2026.
L.K. Benson & Company sold 247 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $39.2K.
iShares Core S&P Total US Stock Market ETF made up 0.38% of L.K. Benson & Company's portfolio in Q2 2026, its #40 holding.
L.K. Benson & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.