LPT
ITOT icon

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

Legacy Private Trust’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 		$7.26M Sell
44,175
-4,925
-10% -$782K 0.4% 52
2026
Q1 		$6.99M Sell
49,100
-1,433
-3% -$213K 0.43% 48
2025
Q4 		$7.51M Sell
50,533
-761
-1% -$112K 0.44% 46
2025
Q3 		$7.47M Sell
51,294
-7,293
-12% -$1.02M 0.45% 50
2025
Q2 		$7.91M Buy
58,587
+16,515
+39% +$2.06M 0.51% 43
2025
Q1 		$5.13M Sell
42,072
-184,340
-81% -$23.8M 0.35% 59
2024
Q4 		$29.1M Buy
226,412
+5,827
+3% +$754K 1.91% 11
2024
Q3 		$27.7M Sell
220,585
-4,144
-2% -$502K 1.86% 11
2024
Q2 		$26.7M Sell
224,729
-853
-0.4% -$97.9K 1.9% 11
2024
Q1 		$26M Sell
225,582
-7,285
-3% -$799K 1.9% 11
2023
Q4 		$24.5M Buy
232,867
+1,245
+0.5% +$122K 1.95% 9
2023
Q3 		$21.8M Sell
231,622
-195,326
-46% -$19.2M 1.88% 9
2023
Q2 		$41.8M Buy
426,948
+21,929
+5% +$2.03M 3.45% 4
2023
Q1 		$36.7M Sell
405,019
-191,543
-32% -$17M 3.13% 5
2022
Q4 		$50.6M Buy
596,562
+26,183
+5% +$2.23M 4.57% 3
2022
Q3 		$45.4M Sell
570,379
-48,348
-8% -$4.27M 4.31% 2
2022
Q2 		$51.8M Buy
618,727
+19,388
+3% +$1.77M 4.64% 2
2022
Q1 		$60.5M Sell
599,339
-156,165
-21% -$15.6M 4.7% 2
2021
Q4 		$80.8M Buy
755,504
+205,565
+37% +$21.5M 6.07% 2
2021
Q3 		$54.1M Buy
549,939
+157,656
+40% +$15.9M 4.38% 2
2021
Q2 		$38.7M Buy
392,283
+9,406
+2% +$905K 3.27% 5
2021
Q1 		$35.1M Sell
382,877
-11,789
-3% -$1.06M 3.16% 6
2020
Q4 		$34M Sell
394,666
-24,870
-6% -$2.01M 3.22% 6
2020
Q3 		$31.7M Buy
419,536
+212,569
+103% +$15.9M 3.27% 5
2020
Q2 		$14.4M Sell
206,967
-494,975
-71% -$32.4M 1.58% 11
2020
Q1 		$40.2M Sell
701,942
-200,807
-22% -$13.8M 5.21% 3
2019
Q4 		$65.6M Buy
902,749
+293,639
+48% +$20.4M 6.87% 1
2019
Q3 		$40.9M Buy
609,110
+277,739
+84% +$18.6M 4.57% 3
2019
Q2 		$22.1M Buy
331,371
+26,150
+9% +$1.71M 2.51% 5
2019
Q1 		$19.7M Buy
+305,221
New +$18.9M 2.33% 9

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Legacy Private Trust's ITOT Position: Q2 2026 in Review

Legacy Private Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 10% in Q2 2026, selling an estimated $782K and leaving 44,175 shares worth $7.26M. The position accounts for 0.4% of the portfolio, ranked #52.

Legacy Private Trust first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $80.8M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Legacy Private Trust held 44,175 shares of iShares Core S&P Total US Stock Market ETF worth $7.26M as of Q2 2026.
  • Legacy Private Trust sold 4,925 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $782K.
  • iShares Core S&P Total US Stock Market ETF made up 0.4% of Legacy Private Trust's portfolio in Q2 2026, its #52 holding.
  • Legacy Private Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Legacy Private Trust's iShares Core S&P Total US Stock Market ETF position peaked at $80.8M in Q4 2021.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.