LA
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Latitude Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Latitude Advisors’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 		$576K Buy
3,507
+10
+0.3% +$1.59K 0.23% 105
2026
Q1 		$498K Buy
3,497
+122
+4% +$18.1K 0.23% 103
2025
Q4 		$502K Buy
3,375
+1,465
+77% +$216K 0.22% 105
2025
Q3 		$278K Buy
1,910
+17
+0.9% +$2.38K 0.13% 163
2025
Q2 		$256K Sell
1,893
-441
-19% -$55K 0.13% 169
2025
Q1 		$285K Buy
2,334
+2
+0.1% +$258 0.17% 147
2024
Q4 		$300K Buy
2,332
+25
+1% +$3.24K 0.17% 133
2024
Q3 		$290K Buy
2,307
+24
+1% +$2.91K 0.16% 137
2024
Q2 		$271K Buy
2,283
+112
+5% +$12.9K 0.17% 131
2024
Q1 		$250K Buy
2,171
+31
+1% +$3.4K 0.16% 138
2023
Q4 		$225K Buy
+2,140
New +$210K 0.16% 147
2023
Q3 		– Sell
-2,111
Closed -$207K – 175
2023
Q2 		$207K Buy
+2,111
New +$195K 0.14% 161
2022
Q3 		– Sell
-4,154
Closed -$348K – 156
2022
Q2 		$348K Sell
4,154
-1,202
-22% -$110K 0.32% 87
2022
Q1 		$541K Buy
5,356
+1,799
+51% +$179K 0.12% 167
2021
Q4 		$381K Buy
3,557
+62
+2% +$6.48K 0.11% 193
2021
Q3 		$344K Buy
+3,495
New +$353K 0.11% 185

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Latitude Advisors's ITOT Position: Q2 2026 in Review

Latitude Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.29% in Q2 2026, buying an estimated $1.59K and bringing the position to 3,507 shares worth $576K. The position accounts for 0.23% of the portfolio, ranked #105.

Latitude Advisors first reported a position in ITOT in Q3 2021 and has held it in 16 quarters since. 873 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Latitude Advisors held 3,507 shares of iShares Core S&P Total US Stock Market ETF worth $576K as of Q2 2026.
  • Latitude Advisors bought 10 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.59K.
  • iShares Core S&P Total US Stock Market ETF made up 0.23% of Latitude Advisors's portfolio in Q2 2026, its #105 holding.
  • Latitude Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 16 quarters since.
  • 873 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.