Lantz Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lantz Financial’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	$335K	Buy	2,040 +132	+7%	+$21K	0.06%	207
2026 Q1	$272K	Buy	1,908 +59	+3%	+$8.77K	0.06%	214
2025 Q4	$275K	Hold	1,849	–	–	0.06%	217
2025 Q3	$269K	Hold	1,849	–	–	0.06%	211
2025 Q2	$250K	Sell	1,849 -16	-0.9%	-$2K	0.06%	203
2025 Q1	$228K	Hold	1,865	–	–	0.06%	199
2024 Q4	$240K	Sell	1,865 -646	-26%	-$83.6K	0.06%	199
2024 Q3	$315K	Sell	2,511 -330	-12%	-$40K	0.09%	181
2024 Q2	$337K	Hold	2,841	–	–	0.1%	154
2024 Q1	$328K	Hold	2,841	–	–	0.11%	153
2023 Q4	$299K	Hold	2,841	–	–	0.11%	157
2023 Q3	$268K	Hold	2,841	–	–	0.11%	152
2023 Q2	$278K	Buy	2,841 +151	+6%	+$14K	0.11%	152
2023 Q1	$244K	Hold	2,690	–	–	0.1%	162
2022 Q4	$228K	Buy	2,690 +155	+6%	+$13.2K	0.1%	162
2022 Q3	$202K	Buy	2,535 +85	+3%	+$7.52K	0.11%	156
2022 Q2	$205K	Sell	2,450 -307	-11%	-$28K	0.09%	160
2022 Q1	$278K	Sell	2,757 -378	-12%	-$37.7K	0.11%	145
2021 Q4	$335K	Hold	3,135	–	–	0.15%	119
2021 Q3	$308K	Hold	3,135	–	–	0.16%	119
2021 Q2	$310K	Hold	3,135	–	–	0.16%	119
2021 Q1	$287K	Hold	3,135	–	–	0.16%	109
2020 Q4	$270K	Hold	3,135	–	–	0.17%	104
2020 Q3	$237K	Sell	3,135 -2	-0.1%	-$149	0.16%	101
2020 Q2	$218K	Sell	3,137 -1,720	-35%	-$112K	0.16%	100
2020 Q1	$278K	Buy	4,857 +313	+7%	+$21.5K	0.22%	90
2019 Q4	$330K	Buy	4,544 +491	+12%	+$34.2K	0.2%	103
2019 Q3	$264K	Buy	4,053 +926	+30%	+$62K	0.18%	105
2019 Q2	$210K	Hold	3,127	–	–	0.14%	121
2019 Q1	$201K	Buy	+3,127	New	+$194K	0.15%	111

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

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

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

Lantz Financial's ITOT Position: Q2 2026 in Review

Lantz Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.9% in Q2 2026, buying an estimated $21K and bringing the position to 2,040 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #207.

Lantz Financial first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $337K in Q2 2024. 462 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Lantz Financial held 2,040 shares of iShares Core S&P Total US Stock Market ETF worth $335K as of Q2 2026.
Lantz Financial bought 132 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $21K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Lantz Financial's portfolio in Q2 2026, its #207 holding.
Lantz Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
Lantz Financial's iShares Core S&P Total US Stock Market ETF position peaked at $337K in Q2 2024.
462 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.