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

Legacy Edge 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 		$326K Buy
2,415
+799
+49% +$127K 0.04% 157
2026
Q1 		$230K Hold
1,616
– – 0.02% 211
2025
Q4 		$240K Buy
+1,616
New +$238K 0.03% 201

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Legacy Edge Advisors's ITOT Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 49% in Q2 2026, buying an estimated $127K and bringing the position to 2,415 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #157.

Legacy Edge Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,302 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Legacy Edge Advisors held 2,415 shares of iShares Core S&P Total US Stock Market ETF worth $326K as of Q2 2026.
  • Legacy Edge Advisors bought 799 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $127K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Legacy Edge Advisors's portfolio in Q2 2026, its #157 holding.
  • Legacy Edge Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.