Leavell Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Leavell Investment Management’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	$278K	Sell	1,695 -147	-8%	-$23.3K	0.01%	547
2026 Q1	$262K	Hold	1,842	–	–	0.01%	544
2025 Q4	$274K	Hold	1,842	–	–	0.01%	526
2025 Q3	$268K	Buy	1,842 +147	+9%	+$20.6K	0.01%	517
2025 Q2	$229K	Hold	1,695	–	–	0.01%	540
2025 Q1	$207K	Hold	1,695	–	–	0.01%	537
2024 Q4	$218K	Hold	1,695	–	–	0.01%	513
2024 Q3	$213K	Hold	1,695	–	–	0.01%	517
2024 Q2	$201K	Buy	+1,695	New	+$195K	0.01%	493
2018 Q4	–	Sell	-17,976	Closed	-$1.2M	–	362
2018 Q3	$1.2M	Hold	17,976	–	–	0.13%	163
2018 Q2	$1.13M	Hold	17,976	–	–	0.13%	163
2018 Q1	$1.09M	Hold	17,976	–	–	0.13%	168
2017 Q4	$1.1M	Buy	+17,976	New	+$1.07M	0.13%	169

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Leavell Investment Management's ITOT Position: Q2 2026 in Review

Leavell Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8% in Q2 2026, selling an estimated $23.3K and leaving 1,695 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #547.

Leavell Investment Management first reported a position in ITOT in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.2M in Q3 2018. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Leavell Investment Management held 1,695 shares of iShares Core S&P Total US Stock Market ETF worth $278K as of Q2 2026.
Leavell Investment Management sold 147 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $23.3K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #547 holding.
Leavell Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 13 quarters since.
Leavell Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.2M in Q3 2018.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.