Lee, Danner & Bass’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lee, Danner & Bass’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	$206K	Buy	+1,251	New	+$199K	0.01%	243
2025 Q1	–	Sell	-700	Closed	-$90K	–	474
2024 Q4	$90K	Buy	+700	New	+$90.6K	0.01%	284
2021 Q3	–	Sell	-2,308	Closed	-$228K	–	202
2021 Q2	$228K	Hold	2,308	–	–	0.02%	190
2021 Q1	$211K	Buy	+2,308	New	+$207K	0.02%	186
2020 Q2	–	Sell	-6,274	Closed	-$359K	–	183
2020 Q1	$359K	Buy	+6,274	New	+$431K	0.05%	141

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

Lee, Danner & Bass's ITOT Position: Q2 2026 in Review

Lee, Danner & Bass opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,251 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #243 among its holdings. This is a return to the name: Lee, Danner & Bass previously reported a position in ITOT as recently as Q4 2024.

Lee, Danner & Bass first reported a position in ITOT in Q1 2020 and has held it in 5 quarters since. The position peaked at $359K in Q1 2020. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Lee, Danner & Bass held 1,251 shares of iShares Core S&P Total US Stock Market ETF worth $206K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Lee, Danner & Bass position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #243 holding.
Lee, Danner & Bass first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 5 quarters since.
Lee, Danner & Bass's iShares Core S&P Total US Stock Market ETF position peaked at $359K in Q1 2020.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.