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Lincoln Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lincoln Capital’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 		$228K Sell
1,386
-104
-7% -$16.5K 0.04% 129
2026
Q1 		$212K Sell
1,490
-24
-2% -$3.57K 0.04% 130
2025
Q4 		$225K Sell
1,514
-30
-2% -$4.43K 0.04% 123
2025
Q3 		$226K Hold
1,544
– – 0.04% 120
2025
Q2 		$209K Buy
+1,544
New +$193K 0.04% 121
2024
Q4 		– Sell
-1,600
Closed -$201K – 118
2024
Q3 		$201K Sell
1,600
-1,058
-40% -$128K 0.04% 110
2024
Q2 		$316K Buy
2,658
+9
+0.3% +$1.03K 0.07% 89
2024
Q1 		$305K Sell
2,649
-115
-4% -$12.6K 0.07% 91
2023
Q4 		$291K Sell
2,764
-33
-1% -$3.23K 0.07% 89
2023
Q3 		$263K Hold
2,797
– – 0.07% 87
2023
Q2 		$274K Buy
2,797
+12
+0.4% +$1.11K 0.07% 86
2023
Q1 		$252K Buy
2,785
+1
+0% +$89 0.07% 91
2022
Q4 		$236K Buy
2,784
+30
+1% +$2.56K 0.07% 93
2022
Q3 		$219K Sell
2,754
-63
-2% -$5.57K 0.07% 94
2022
Q2 		$236K Buy
2,817
+18
+0.6% +$1.64K 0.07% 97
2022
Q1 		$282K Buy
2,799
+138
+5% +$13.8K 0.07% 93
2021
Q4 		$285K Buy
2,661
+46
+2% +$4.81K 0.07% 91
2021
Q3 		$257K Sell
2,615
-152
-5% -$15.4K 0.07% 93
2021
Q2 		$273K Hold
2,767
– – 0.08% 88
2021
Q1 		$253K Hold
2,767
– – 0.08% 84
2020
Q4 		$239K Buy
+2,767
New +$224K 0.08% 85

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Lincoln Capital's ITOT Position: Q2 2026 in Review

Lincoln Capital reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, selling an estimated $16.5K and leaving 1,386 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #129.

Lincoln Capital first reported a position in ITOT in Q4 2020 and has held it in 21 quarters since. The position peaked at $316K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Lincoln Capital held 1,386 shares of iShares Core S&P Total US Stock Market ETF worth $228K as of Q2 2026.
  • Lincoln Capital sold 104 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.04% of Lincoln Capital's portfolio in Q2 2026, its #129 holding.
  • Lincoln Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Lincoln Capital's iShares Core S&P Total US Stock Market ETF position peaked at $316K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.