Laurel Wealth Advisors (North Carolina)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$588K	Hold	3,580	–	–	0.06%	137
2026 Q1	$577K	Hold	3,580	–	–	0.06%	133
2025 Q4	$532K	Hold	3,580	–	–	0.07%	135
2025 Q3	$521K	Hold	3,580	–	–	0.07%	137
2025 Q2	$483K	Buy	3,580 +2,500	+231%	+$312K	0.07%	137
2025 Q1	$132K	Hold	1,080	–	–	0.02%	208
2024 Q4	$139K	Sell	1,080 -280	-21%	-$36.3K	0.02%	202
2024 Q3	$171K	Buy	1,360 +18	+1%	+$2.18K	0.03%	188
2024 Q2	$159K	Buy	1,342 +51	+4%	+$5.85K	0.03%	189
2024 Q1	$149K	Buy	1,291 +1,029	+393%	+$113K	0.03%	201
2023 Q4	$27.6K	Hold	262	–	–	0.01%	333
2023 Q3	$24.7K	Hold	262	–	–	0.01%	343
2023 Q2	$25.6K	Hold	262	–	–	0.01%	344
2023 Q1	$23.7K	Hold	262	–	–	0.01%	347
2022 Q4	$22.2K	Hold	262	–	–	0.01%	325
2022 Q3	$21K	Hold	262	–	–	0.01%	329
2022 Q2	$22K	Hold	262	–	–	0.01%	327
2022 Q1	$26K	Hold	262	–	–	0.01%	321
2021 Q4	$28K	Hold	262	–	–	0.01%	314
2021 Q3	$26K	Hold	262	–	–	0.01%	318
2021 Q2	$26K	Buy	+262	New	+$25.2K	0.01%	351

Other funds holding ITOT

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ITOT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,580 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #137.

Laurel Wealth Advisors (North Carolina) first reported a position in ITOT in Q2 2021 and has held it in 21 quarters since. 371 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 3,580 shares of iShares Core S&P Total US Stock Market ETF worth $588K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #137 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
371 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.