Lloyd Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lloyd Advisory Services’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	$91	Sell	1 -186	-99%	-$29.5K	﹤0.01%	622
2026 Q1	$26.6K	Sell	187 -361	-66%	-$53.7K	0.01%	349
2025 Q4	$81.5K	Buy	+548	New	+$80.9K	0.03%	203
2022 Q4	$2.37M	Sell	27,920 -14,250	-34%	-$1.22M	1.65%	16
2022 Q3	$3.35M	Buy	+42,170	New	+$3.73M	2.45%	11
2022 Q1	–	Sell	-2,872	Closed	-$307K	–	631
2021 Q4	$307K	Buy	+2,872	New	+$300K	0.14%	60
2020 Q4	–	Sell	-7,665	Closed	-$579K	–	375
2020 Q3	$579K	Sell	7,665 -1,511	-16%	-$113K	0.35%	21
2020 Q2	$637K	Sell	9,176 -8,461	-48%	-$553K	0.4%	22
2020 Q1	$1.01M	Buy	17,637 +216	+1%	+$14.8K	0.75%	12
2019 Q4	$1.27M	Buy	+17,421	New	+$1.21M	1.15%	17

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Lloyd Advisory Services's ITOT Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 99% in Q2 2026, selling an estimated $29.5K and leaving 1 share worth $91. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Lloyd Advisory Services first reported a position in ITOT in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.35M in Q3 2022. 1,603 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Lloyd Advisory Services held 1 share of iShares Core S&P Total US Stock Market ETF worth $91 as of Q2 2026.
Lloyd Advisory Services sold 186 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $29.5K.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #622 holding.
Lloyd Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
Lloyd Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $3.35M in Q3 2022.
1,603 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.