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Lynch & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lynch & Associates’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 		$9.37M Sell
57,012
-872
-2% -$138K 1.64% 18
2026
Q1 		$8.24M Buy
57,884
+1,029
+2% +$153K 1.55% 20
2025
Q4 		$8.45M Buy
56,855
+351
+0.6% +$51.8K 1.6% 19
2025
Q3 		$8.23M Sell
56,504
-553
-1% -$77.5K 1.59% 16
2025
Q2 		$7.71M Buy
57,057
+408
+0.7% +$50.9K 1.55% 17
2025
Q1 		$6.91M Buy
56,649
+1,294
+2% +$167K 1.49% 22
2024
Q4 		$7.12M Sell
55,355
-1,517
-3% -$196K 1.54% 19
2024
Q3 		$7.14M Sell
56,872
-792
-1% -$95.9K 1.51% 21
2024
Q2 		$6.85M Buy
57,664
+359
+0.6% +$41.2K 1.54% 20
2024
Q1 		$6.61M Buy
57,305
+636
+1% +$69.8K 1.53% 20
2023
Q4 		$5.96M Buy
56,669
+455
+0.8% +$44.6K 1.45% 22
2023
Q3 		$5.29M Buy
56,214
+809
+1% +$79.5K 1.4% 22
2023
Q2 		$5.42M Sell
55,405
-616
-1% -$57K 1.39% 26
2023
Q1 		$5.07M Sell
56,021
-908
-2% -$80.6K 1.33% 28
2022
Q4 		$4.83M Buy
56,929
+59
+0.1% +$5.04K 1.26% 27
2022
Q3 		$4.52M Buy
56,870
+2,081
+4% +$184K 1.32% 25
2022
Q2 		$4.59M Buy
54,789
+1,094
+2% +$99.7K 1.25% 28
2022
Q1 		$5.42M Buy
53,695
+551
+1% +$54.9K 1.31% 29
2021
Q4 		$5.68M Buy
53,144
+617
+1% +$64.5K 1.34% 26
2021
Q3 		$5.17M Buy
52,527
+616
+1% +$62.3K 1.34% 29
2021
Q2 		$5.13M Buy
51,911
+1,482
+3% +$143K 1.32% 30
2021
Q1 		$4.62M Buy
50,429
+1,791
+4% +$161K 1.25% 31
2020
Q4 		$4.19M Sell
48,638
-47
-0.1% -$3.81K 1.14% 30
2020
Q3 		$3.67M Buy
48,685
+3,990
+9% +$298K 1.1% 30
2020
Q2 		$3.1M Buy
44,695
+301
+0.7% +$19.7K 1% 33
2020
Q1 		$2.54M Buy
44,394
+4,410
+11% +$303K 0.93% 36
2019
Q4 		$2.91M Buy
39,984
+1,760
+5% +$122K 0.84% 41
2019
Q3 		$2.56M Buy
38,224
+863
+2% +$57.8K 0.78% 41
2019
Q2 		$2.49M Buy
37,361
+986
+3% +$64.6K 0.81% 40
2019
Q1 		$2.34M Buy
36,375
+3,540
+11% +$220K 0.78% 41
2018
Q4 		$1.86M Buy
32,835
+1,456
+5% +$89.5K 0.7% 44
2018
Q3 		$2.09M Buy
31,379
+4,617
+17% +$303K 0.71% 43
2018
Q2 		$1.67M Buy
26,762
+9,750
+57% +$606K 0.61% 46
2018
Q1 		$1.03M Buy
+17,012
New +$1.06M 0.39% 55

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Lynch & Associates's ITOT Position: Q2 2026 in Review

Lynch & Associates reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q2 2026, selling an estimated $138K and leaving 57,012 shares worth $9.37M. The position accounts for 1.64% of the portfolio, ranked #18.

Lynch & Associates first reported a position in ITOT in Q1 2018 and has held it in 34 quarters since. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Lynch & Associates held 57,012 shares of iShares Core S&P Total US Stock Market ETF worth $9.37M as of Q2 2026.
  • Lynch & Associates sold 872 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $138K.
  • iShares Core S&P Total US Stock Market ETF made up 1.64% of Lynch & Associates's portfolio in Q2 2026, its #18 holding.
  • Lynch & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.