Lodestar Private Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lodestar Private Asset Management’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	$531K	Sell	3,232 -163	-5%	-$25.9K	0.05%	154
2026 Q1	$484K	Sell	3,395 -15	-0.4%	-$2.23K	0.05%	156
2025 Q4	$507K	Sell	3,410 -120	-3%	-$17.7K	0.05%	149
2025 Q3	$514K	Sell	3,530 -98	-3%	-$13.7K	0.05%	149
2025 Q2	$490K	Sell	3,628 -336	-8%	-$41.9K	0.06%	142
2025 Q1	$484K	Buy	3,964 +1	+0%	+$129	0.06%	141
2024 Q4	$510K	Buy	3,963 +197	+5%	+$25.5K	0.06%	137
2024 Q3	$473K	Buy	3,766 +510	+16%	+$61.7K	0.06%	143
2024 Q2	$387K	Sell	3,256 -111	-3%	-$12.7K	0.05%	151
2024 Q1	$388K	Buy	3,367 +506	+18%	+$55.5K	0.06%	152
2023 Q4	$301K	Buy	2,861 +14	+0.5%	+$1.37K	0.05%	165
2023 Q3	$268K	Sell	2,847 -40	-1%	-$3.93K	0.05%	165
2023 Q2	$282K	Sell	2,887 -213	-7%	-$19.7K	0.05%	166
2023 Q1	$281K	Buy	3,100 +13	+0.4%	+$1.15K	0.05%	160
2022 Q4	$262K	Buy	+3,087	New	+$263K	0.05%	168

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

Lodestar Private Asset Management's ITOT Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.8% in Q2 2026, selling an estimated $25.9K and leaving 3,232 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #154.

Lodestar Private Asset Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Lodestar Private Asset Management held 3,232 shares of iShares Core S&P Total US Stock Market ETF worth $531K as of Q2 2026.
Lodestar Private Asset Management sold 163 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $25.9K.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Lodestar Private Asset Management's portfolio in Q2 2026, its #154 holding.
Lodestar Private Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 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 Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.