Luminvest Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Luminvest Wealth Management's ITOT Position: Q2 2026 in Review
Luminvest Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q2 2026, buying an estimated $388K and bringing the position to 24,361 shares worth $4M. The position accounts for 0.93% of the portfolio, ranked #14.
Luminvest Wealth Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Luminvest Wealth Management held 24,361 shares of iShares Core S&P Total US Stock Market ETF worth $4M as of Q2 2026.
- Luminvest Wealth Management bought 2,442 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $388K.
- iShares Core S&P Total US Stock Market ETF made up 0.93% of Luminvest Wealth Management's portfolio in Q2 2026, its #14 holding.
- Luminvest Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.