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

LM 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	$382K	Buy	2,328 +1,996	+601%	+$317K	0.04%	176
2026 Q1	$2.33K	Buy	332 +51	+18%	+$7.58K	0.04%	177
2025 Q4	$1.89K	Sell	281 -1,607	-85%	-$237K	0.03%	187
2025 Q3	$275K	Hold	1,888	–	–	0.04%	179
2025 Q2	$255K	Hold	1,888	–	–	0.03%	171
2025 Q1	$230K	Hold	1,888	–	–	0.04%	201
2024 Q4	$243K	Hold	1,888	–	–	0.04%	172
2024 Q3	$237K	Hold	1,888	–	–	0.05%	158
2024 Q2	$224K	Hold	1,888	–	–	﹤0.01%	174
2024 Q1	$218K	Hold	1,888	–	–	0.03%	202
2023 Q4	$199K	Buy	+1,888	New	+$185K	0.04%	197

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

LM Advisors's ITOT Position: Q2 2026 in Review

LM Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 601% in Q2 2026, buying an estimated $317K and bringing the position to 2,328 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #176.

LM Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

LM Advisors held 2,328 shares of iShares Core S&P Total US Stock Market ETF worth $382K as of Q2 2026.
LM Advisors bought 1,996 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #176 holding.
LM Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.