Lido Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $269M | Sell |
1,634,628
-76,422
| -4% | -$12.1M | 0.73% | 21 |
|
|
2026
Q1 | $244M | Sell |
1,711,050
-76,600
| -4% | -$11.4M | 0.75% | 18 |
|
|
2025
Q4 | $265M | Sell |
1,787,650
-45,418
| -2% | -$6.7M | 0.79% | 16 |
|
|
2025
Q3 | $267M | Sell |
1,833,068
-63,113
| -3% | -$8.85M | 0.84% | 17 |
|
|
2025
Q2 | $256M | Buy |
1,896,181
+10,363
| +0.5% | +$1.29M | 1% | 13 |
|
|
2025
Q1 | $230M | Sell |
1,885,818
-2,736
| -0.1% | -$353K | 1.04% | 15 |
|
|
2024
Q4 | $243M | Buy |
1,888,554
+1,583,569
| +519% | +$205M | 1.11% | 13 |
|
|
2024
Q3 | $38.3M | Buy |
304,985
+9,221
| +3% | +$1.12M | 0.19% | 55 |
|
|
2024
Q2 | $35.1M | Buy |
295,764
+15,933
| +6% | +$1.83M | 0.2% | 55 |
|
|
2024
Q1 | $32.3M | Buy |
279,831
+11,226
| +4% | +$1.23M | 0.19% | 56 |
|
|
2023
Q4 | $28.3M | Buy |
268,605
+14,763
| +6% | +$1.45M | 0.19% | 55 |
|
|
2023
Q3 | $23.9M | Buy |
253,842
+15,149
| +6% | +$1.49M | 0.18% | 60 |
|
|
2023
Q2 | $23.4M | Buy |
238,693
+28,860
| +14% | +$2.67M | 0.17% | 63 |
|
|
2023
Q1 | $19M | Sell |
209,833
-13,906
| -6% | -$1.23M | 0.18% | 68 |
|
|
2022
Q4 | $19M | Buy |
223,739
+98,711
| +79% | +$8.42M | 0.23% | 54 |
|
|
2022
Q3 | $9.94M | Buy |
125,028
+6,215
| +5% | +$550K | 0.12% | 80 |
|
|
2022
Q2 | $9.95M | Buy |
118,813
+6,264
| +6% | +$571K | 0.13% | 79 |
|
|
2022
Q1 | $11.4M | Buy |
112,549
+13,536
| +14% | +$1.35M | 0.13% | 89 |
|
|
2021
Q4 | $10.6M | Buy |
99,013
+18,208
| +23% | +$1.9M | 0.12% | 90 |
|
|
2021
Q3 | $7.95M | Buy |
80,805
+12,019
| +17% | +$1.22M | 0.11% | 103 |
|
|
2021
Q2 | $6.79M | Buy |
68,786
+18,176
| +36% | +$1.75M | 0.09% | 122 |
|
|
2021
Q1 | $4.64M | Buy |
50,610
+4,159
| +9% | +$373K | 0.08% | 143 |
|
|
2020
Q4 | $4M | Buy |
46,451
+4,427
| +11% | +$359K | 0.08% | 137 |
|
|
2020
Q3 | $3.17M | Buy |
42,024
+5,752
| +16% | +$429K | 0.08% | 130 |
|
|
2020
Q2 | $2.52M | Buy |
36,272
+1,971
| +6% | +$129K | 0.08% | 138 |
|
|
2020
Q1 | $1.96M | Buy |
34,301
+13,015
| +61% | +$893K | 0.08% | 135 |
|
|
2019
Q4 | $1.55M | Buy |
21,286
+3,274
| +18% | +$228K | 0.06% | 191 |
|
|
2019
Q3 | $1.21M | Buy |
18,012
+1,577
| +10% | +$106K | 0.06% | 185 |
|
|
2019
Q2 | $1.09M | Buy |
16,435
+4,264
| +35% | +$279K | 0.06% | 171 |
|
|
2019
Q1 | $783K | Sell |
12,171
-6,315
| -34% | -$392K | 0.05% | 225 |
|
|
2018
Q4 | $1.05M | Buy |
18,486
+3,271
| +21% | +$201K | 0.1% | 122 |
|
|
2018
Q3 | $1.02M | Buy |
15,215
+3,626
| +31% | +$238K | 0.1% | 119 |
|
|
2018
Q2 | $724K | Buy |
11,589
+15
| +0.1% | +$932 | 0.08% | 150 |
|
|
2018
Q1 | $699K | Buy |
11,574
+23
| +0.2% | +$1.44K | 0.1% | 141 |
|
|
2017
Q4 | $706K | Buy |
11,551
+28
| +0.2% | +$1.67K | 0.1% | 110 |
|
|
2017
Q3 | $678K | Buy |
11,523
+25
| +0.2% | +$1.41K | 0.11% | 110 |
|
|
2017
Q2 | $637K | Buy |
11,498
+5,507
| +92% | +$302K | 0.13% | 97 |
|
|
2017
Q1 | $329K | Buy |
+5,991
| New | +$319K | 0.09% | 140 |
|
Other funds holding ITOT
FPAS
Lido Advisors's ITOT Position: Q2 2026 in Review
Lido Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.5% in Q2 2026, selling an estimated $12.1M and leaving 1,634,628 shares worth $269M. The position accounts for 0.73% of the portfolio, ranked #21.
Lido Advisors first reported a position in ITOT in Q1 2017 and has held it in 38 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Lido Advisors held 1,634,628 shares of iShares Core S&P Total US Stock Market ETF worth $269M as of Q2 2026.
- Lido Advisors sold 76,422 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $12.1M.
- iShares Core S&P Total US Stock Market ETF made up 0.73% of Lido Advisors's portfolio in Q2 2026, its #21 holding.
- Lido Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 38 quarters since.
- 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.