Marino Stram & Associates’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.75M | Hold |
10,623
| – | – | 0.28% | 60 |
|
|
2026
Q1 | $1.51M | Hold |
10,623
| – | – | 0.27% | 63 |
|
|
2025
Q4 | $1.58M | Hold |
10,623
| – | – | 0.29% | 57 |
|
|
2025
Q3 | $1.55M | Buy |
10,623
+351
| +3% | +$49.2K | 0.28% | 64 |
|
|
2025
Q2 | $1.39M | Hold |
10,272
| – | – | 0.28% | 60 |
|
|
2025
Q1 | $1.25M | Hold |
10,272
| – | – | 0.28% | 57 |
|
|
2024
Q4 | $1.32M | Hold |
10,272
| – | – | 0.29% | 54 |
|
|
2024
Q3 | $1.29M | Hold |
10,272
| – | – | 0.29% | 54 |
|
|
2024
Q2 | $1.22M | Hold |
10,272
| – | – | 0.3% | 55 |
|
|
2024
Q1 | $1.18M | Hold |
10,272
| – | – | 0.28% | 56 |
|
|
2023
Q4 | $1.08M | Sell |
10,272
-22
| -0.2% | -$2.16K | 0.28% | 56 |
|
|
2023
Q3 | $970K | Hold |
10,294
| – | – | 0.28% | 54 |
|
|
2023
Q2 | $1.01M | Hold |
10,294
| – | – | 0.29% | 55 |
|
|
2023
Q1 | $932K | Hold |
10,294
| – | – | 0.28% | 59 |
|
|
2022
Q4 | $873K | Hold |
10,294
| – | – | 0.28% | 62 |
|
|
2022
Q3 | $819K | Hold |
10,294
| – | – | 0.3% | 57 |
|
|
2022
Q2 | $862K | Hold |
10,294
| – | – | 0.3% | 56 |
|
|
2022
Q1 | $1.04M | Hold |
10,294
| – | – | 0.33% | 49 |
|
|
2021
Q4 | $1.1M | Hold |
10,294
| – | – | 0.34% | 48 |
|
|
2021
Q3 | $1.01M | Buy |
+10,294
| New | +$1.04M | 0.35% | 47 |
|
|
2021
Q2 | – | Sell |
-10,614
| Closed | -$972K | – | 274 |
|
|
2021
Q1 | $972K | Hold |
10,614
| – | – | 0.38% | 45 |
|
|
2020
Q4 | $915K | Hold |
10,614
| – | – | 0.41% | 44 |
|
|
2020
Q3 | $801K | Sell |
10,614
-610
| -5% | -$45.5K | 0.43% | 43 |
|
|
2020
Q2 | $779K | Sell |
11,224
-30
| -0.3% | -$1.96K | 0.46% | 44 |
|
|
2020
Q1 | $644K | Buy |
11,254
+213
| +2% | +$14.6K | 0.5% | 44 |
|
|
2019
Q4 | $803K | Sell |
11,041
-522
| -5% | -$36.3K | 0.53% | 39 |
|
|
2019
Q3 | $776K | Buy |
11,563
+2
| +0% | +$134 | 0.55% | 36 |
|
|
2019
Q2 | $770K | Buy |
11,561
+3
| +0% | +$197 | 0.56% | 38 |
|
|
2019
Q1 | $744K | Buy |
11,558
+400
| +4% | +$24.8K | 0.54% | 36 |
|
|
2018
Q4 | $633K | Sell |
11,158
-640
| -5% | -$39.3K | 0.55% | 37 |
|
|
2018
Q3 | $786K | Buy |
11,798
+5
| +0% | +$328 | 0.63% | 32 |
|
|
2018
Q2 | $737K | Hold |
11,793
| – | – | 0.66% | 32 |
|
|
2018
Q1 | $713K | Buy |
11,793
+4
| +0% | +$250 | 0.66% | 32 |
|
|
2017
Q4 | $721K | Buy |
+11,789
| New | +$703K | 0.67% | 34 |
|
Other funds holding ITOT
FPAS
Marino Stram & Associates's ITOT Position: Q2 2026 in Review
Marino Stram & Associates held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 10,623 shares worth $1.75M. The position accounts for 0.28% of the portfolio, ranked #60.
Marino Stram & Associates first reported a position in ITOT in Q4 2017 and has held it in 34 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Marino Stram & Associates held 10,623 shares of iShares Core S&P Total US Stock Market ETF worth $1.75M as of Q2 2026.
- Marino Stram & Associates left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.28% of Marino Stram & Associates's portfolio in Q2 2026, its #60 holding.
- Marino Stram & Associates first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 34 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 Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.