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ITOT icon

Linscomb Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Linscomb Wealth’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 		$308K Sell
1,874
-176
-9% -$27.9K 0.01% 272
2026
Q1 		$292K Buy
2,050
+84
+4% +$12.5K 0.01% 294
2025
Q4 		$292K Hold
1,966
– – 0.01% 265
2025
Q3 		$286K Buy
1,966
+80
+4% +$11.2K 0.01% 272
2025
Q2 		$255K Hold
1,886
– – 0.01% 279
2025
Q1 		$230K Buy
1,886
+2
+0.1% +$258 0.01% 278
2024
Q4 		$242K Buy
1,884
+5
+0.3% +$647 0.01% 270
2024
Q3 		$236K Buy
1,879
+5
+0.3% +$605 0.01% 274
2024
Q2 		$223K Sell
1,874
-2
-0.1% -$230 0.01% 277
2024
Q1 		$216K Buy
+1,876
New +$206K 0.01% 272

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

Linscomb Wealth's ITOT Position: Q2 2026 in Review

Linscomb Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.6% in Q2 2026, selling an estimated $27.9K and leaving 1,874 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #272.

Linscomb Wealth first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Linscomb Wealth held 1,874 shares of iShares Core S&P Total US Stock Market ETF worth $308K as of Q2 2026.
  • Linscomb Wealth sold 176 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $27.9K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #272 holding.
  • Linscomb Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.