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

Legacy 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 		$1.79M Hold
10,867
– – 0.17% 74
2026
Q1 		$1.55M Hold
10,867
– – 0.18% 68
2025
Q4 		$1.62M Hold
10,867
– – 0.17% 75
2025
Q3 		$1.58M Buy
+10,867
New +$1.52M 0.2% 71
2025
Q2 		– Sell
-10,867
Closed -$1.33M – 201
2025
Q1 		$1.33M Hold
10,867
– – 0.14% 125
2024
Q4 		$1.4M Hold
10,867
– – 0.14% 113
2024
Q3 		$1.37M Hold
10,867
– – 0.15% 119
2024
Q2 		$1.29M Hold
10,867
– – 0.16% 101
2024
Q1 		$1.25M Sell
10,867
-657
-6% -$72.1K 0.16% 112
2023
Q4 		$1.21M Hold
11,524
– – 0.16% 112
2023
Q3 		$1.09M Hold
11,524
– – 0.18% 114
2023
Q2 		$1.13M Hold
11,524
– – 0.17% 110
2023
Q1 		$1.04M Hold
11,524
– – 0.19% 92
2022
Q4 		$977K Hold
11,524
– – 0.18% 90
2022
Q3 		$917K Buy
+11,524
New +$1.02M 0.2% 76

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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Legacy Advisors's ITOT Position: Q2 2026 in Review

Legacy Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 10,867 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #74.

Legacy Advisors first reported a position in ITOT in Q3 2022 and has held it in 15 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Legacy Advisors held 10,867 shares of iShares Core S&P Total US Stock Market ETF worth $1.79M as of Q2 2026.
  • Legacy Advisors 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 0.17% of Legacy Advisors's portfolio in Q2 2026, its #74 holding.
  • Legacy Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.