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ITOT icon

LVZ Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

LVZ Inc’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 		$8.69M Buy
52,917
+2,240
+4% +$356K 0.88% 11
2026
Q1 		$7.22M Buy
50,677
+3,317
+7% +$493K 0.82% 12
2025
Q4 		$7.04M Sell
47,360
-2,555
-5% -$377K 0.79% 11
2025
Q3 		$7.27M Buy
49,915
+8,214
+20% +$1.15M 0.83% 11
2025
Q2 		$5.63M Buy
41,701
+5,487
+15% +$685K 0.68% 13
2025
Q1 		$4.42M Sell
36,214
-9,185
-20% -$1.18M 0.58% 15
2024
Q4 		$5.84M Buy
45,399
+10,336
+29% +$1.34M 0.75% 13
2024
Q3 		$4.4M Buy
35,063
+908
+3% +$110K 0.56% 15
2024
Q2 		$4.06M Buy
34,155
+11,050
+48% +$1.27M 0.55% 15
2024
Q1 		$2.66M Sell
23,105
-2,179
-9% -$239K 0.36% 24
2023
Q4 		$2.66M Sell
25,284
-2,559
-9% -$251K 0.38% 23
2023
Q3 		$2.62M Buy
27,843
+1,523
+6% +$150K 0.42% 20
2023
Q2 		$2.58M Buy
26,320
+274
+1% +$25.3K 0.36% 26
2023
Q1 		$2.36M Sell
26,046
-4,461
-15% -$396K 0.34% 28
2022
Q4 		$2.59M Buy
30,507
+1,332
+5% +$114K 0.4% 21
2022
Q3 		$2.32M Sell
29,175
-204
-0.7% -$18K 0.4% 18
2022
Q2 		$2.46M Buy
29,379
+4,598
+19% +$419K 0.41% 17
2022
Q1 		$2.5M Buy
24,781
+501
+2% +$50K 0.35% 26
2021
Q4 		$2.6M Buy
24,280
+1,562
+7% +$163K 0.35% 27
2021
Q3 		$2.23M Buy
22,718
+807
+4% +$81.6K 0.32% 27
2021
Q2 		$2.16M Buy
21,911
+478
+2% +$46K 0.32% 30
2021
Q1 		$1.96M Sell
21,433
-5,987
-22% -$537K 0.3% 31
2020
Q4 		$2.36M Sell
27,420
-5,257
-16% -$426K 0.4% 27
2020
Q3 		$2.47M Sell
32,677
-1,662
-5% -$124K 0.51% 20
2020
Q2 		$2.38M Sell
34,339
-134,338
-80% -$8.78M 0.53% 15
2020
Q1 		$9.65M Buy
168,677
+146,015
+644% +$10M 2.36% 10
2019
Q4 		$1.65M Buy
22,662
+514
+2% +$35.8K 0.32% 27
2019
Q3 		$1.49M Sell
22,148
-121
-0.5% -$8.11K 0.32% 26
2019
Q2 		$1.48M Buy
22,269
+2,645
+13% +$173K 0.34% 23
2019
Q1 		$1.26M Sell
19,624
-23,410
-54% -$1.45M 0.3% 24
2018
Q4 		$2.44M Buy
43,034
+601
+1% +$36.9K 0.69% 22
2018
Q3 		$2.72M Sell
42,433
-6,551
-13% -$429K 0.68% 20
2018
Q2 		$3.06M Sell
48,984
-45,419
-48% -$2.82M 0.78% 17
2018
Q1 		$5.71M Buy
94,403
+3,371
+4% +$211K 1.55% 16
2017
Q4 		$5.57M Buy
91,032
+8,581
+10% +$511K 1.65% 16
2017
Q3 		$1.75M Buy
+82,451
New +$4.65M 0.56% 18
2016
Q2 		– Sell
-28,494
Closed -$1.33M – 52
2016
Q1 		$1.33M Buy
28,494
+16,124
+130% +$712K 0.63% 21
2015
Q4 		$574K Sell
12,370
-988
-7% -$46.3K 7.85% 2
2015
Q3 		$585K Sell
13,358
-16,282
-55% -$756K 0.38% 23
2015
Q2 		$1.44M Buy
+29,640
New +$1.43M 0.8% 17

Other funds holding ITOT

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

LVZ Inc's ITOT Position: Q2 2026 in Review

LVZ Inc increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.4% in Q2 2026, buying an estimated $356K and bringing the position to 52,917 shares worth $8.69M. The position accounts for 0.88% of the portfolio, ranked #11.

LVZ Inc first reported a position in ITOT in Q2 2015 and has held it in 40 quarters since. The position peaked at $9.65M in Q1 2020. 511 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • LVZ Inc held 52,917 shares of iShares Core S&P Total US Stock Market ETF worth $8.69M as of Q2 2026.
  • LVZ Inc bought 2,240 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $356K.
  • iShares Core S&P Total US Stock Market ETF made up 0.88% of LVZ Inc's portfolio in Q2 2026, its #11 holding.
  • LVZ Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 40 quarters since.
  • LVZ Inc's iShares Core S&P Total US Stock Market ETF position peaked at $9.65M in Q1 2020.
  • 511 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.