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

LexAurum 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	$1.42M	Sell	8,662 -72	-0.8%	-$11.4K	0.16%	110
2026 Q1	$1.24M	Buy	+8,734	New	+$1.3M	0.16%	118
2025 Q3	$1.22M	Buy	8,395 +80	+1%	+$11.2K	0.17%	105
2025 Q2	$1.12M	Sell	8,315 -119	-1%	-$14.8K	0.18%	109
2025 Q1	$1.03M	Buy	8,434 +49	+0.6%	+$6.32K	0.2%	108
2024 Q4	$1.08M	Buy	8,385 +168	+2%	+$21.8K	0.21%	98
2024 Q3	$1.03M	Sell	8,217 -40	-0.5%	-$4.84K	0.23%	96
2024 Q2	$981K	Buy	8,257 +18	+0.2%	+$2.07K	0.24%	94
2024 Q1	$950K	Hold	8,239	–	–	0.24%	92
2023 Q4	$867K	Buy	8,239 +418	+5%	+$41K	0.23%	97
2023 Q3	$737K	Sell	7,821 -361	-4%	-$35.5K	0.22%	104
2023 Q2	$801K	Sell	8,182 -207	-2%	-$19.1K	0.24%	93
2023 Q1	$760K	Sell	8,389 -806	-9%	-$71.6K	0.25%	93
2022 Q4	$780K	Buy	9,195 +814	+10%	+$69.5K	0.28%	78
2022 Q3	$667K	Sell	8,381 -278	-3%	-$24.6K	0.26%	83
2022 Q2	$725K	Buy	8,659 +169	+2%	+$15.4K	0.27%	78
2022 Q1	$857K	Sell	8,490 -609	-7%	-$60.7K	0.28%	77
2021 Q4	$973K	Hold	9,099	–	–	0.32%	60
2021 Q3	$895K	Sell	9,099 -78	-0.8%	-$7.89K	0.26%	89
2021 Q2	$906K	Sell	9,177 -134	-1%	-$12.9K	0.27%	91
2021 Q1	$853K	Sell	9,311 -571	-6%	-$51.2K	0.29%	80
2020 Q4	$852K	Buy	9,882 +736	+8%	+$59.6K	0.31%	76
2020 Q3	$690K	Buy	9,146 +512	+6%	+$38.2K	0.28%	82
2020 Q2	$600K	Sell	8,634 -905	-9%	-$59.2K	0.33%	71
2020 Q1	$546K	Buy	+9,539	New	+$655K	0.38%	58

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

LexAurum Advisors's ITOT Position: Q2 2026 in Review

LexAurum Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.82% in Q2 2026, selling an estimated $11.4K and leaving 8,662 shares worth $1.42M. The position accounts for 0.16% of the portfolio, ranked #110.

LexAurum Advisors first reported a position in ITOT in Q1 2020 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

LexAurum Advisors held 8,662 shares of iShares Core S&P Total US Stock Market ETF worth $1.42M as of Q2 2026.
LexAurum Advisors sold 72 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $11.4K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of LexAurum Advisors's portfolio in Q2 2026, its #110 holding.
LexAurum Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and has held it in 25 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.