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

Lauterbach Financial 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 		$3.32M Sell
20,194
-352
-2% -$55.9K 1.43% 13
2026
Q1 		$2.93M Sell
20,546
-154
-0.7% -$22.9K 1.43% 12
2025
Q4 		$3.08M Sell
20,700
-294
-1% -$43.4K 1.51% 13
2025
Q3 		$3.06M Sell
20,994
-52
-0.2% -$7.29K 1.54% 10
2025
Q2 		$2.84M Buy
21,046
+3,920
+23% +$489K 1.56% 10
2025
Q1 		$2.09M Buy
17,126
+499
+3% +$64.3K 1.3% 13
2024
Q4 		$2.14M Buy
16,627
+790
+5% +$102K 1.3% 12
2024
Q3 		$1.99M Buy
15,837
+971
+7% +$118K 1.21% 13
2024
Q2 		$1.74M Buy
14,866
+475
+3% +$54.5K 1.14% 15
2024
Q1 		$1.66M Buy
14,391
+1,689
+13% +$185K 1.09% 15
2023
Q4 		$1.34M Buy
12,702
+5,238
+70% +$513K 0.93% 14
2023
Q3 		$703K Buy
7,464
+1
+0% +$98 0.55% 23
2023
Q2 		$730K Buy
7,463
+5
+0.1% +$462 0.56% 23
2023
Q1 		$675K Buy
7,458
+654
+10% +$58.1K 0.55% 23
2022
Q4 		$577K Buy
6,804
+573
+9% +$48.9K 0.51% 27
2022
Q3 		$496K Buy
6,231
+249
+4% +$22K 0.51% 24
2022
Q2 		$501K Buy
5,982
+706
+13% +$64.3K 0.48% 24
2022
Q1 		$533K Buy
5,276
+742
+16% +$74K 0.48% 23
2021
Q4 		$485K Buy
+4,534
New +$474K 0.43% 24

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

Lauterbach Financial Advisors's ITOT Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q2 2026, selling an estimated $55.9K and leaving 20,194 shares worth $3.32M. The position accounts for 1.43% of the portfolio, ranked #13.

Lauterbach Financial Advisors first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 882 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Lauterbach Financial Advisors held 20,194 shares of iShares Core S&P Total US Stock Market ETF worth $3.32M as of Q2 2026.
  • Lauterbach Financial Advisors sold 352 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Core S&P Total US Stock Market ETF made up 1.43% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Lauterbach Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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