Mitchell Sinkler & Starr’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Mitchell Sinkler & Starr’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	$385K	Hold	2,345	–	–	0.16%	118
2026 Q1	$334K	Hold	2,345	–	–	0.15%	120
2025 Q4	$349K	Hold	2,345	–	–	0.16%	116
2025 Q3	$342K	Hold	2,345	–	–	0.15%	122
2025 Q2	$317K	Hold	2,345	–	–	0.15%	119
2025 Q1	$286K	Hold	2,345	–	–	0.08%	138
2024 Q4	$302K	Hold	2,345	–	–	0.08%	137
2024 Q3	$295K	Hold	2,345	–	–	0.07%	136
2024 Q2	$284K	Hold	2,345	–	–	0.07%	130
2024 Q1	$270K	Hold	2,345	–	–	0.07%	142
2023 Q4	$247K	Buy	+2,345	New	+$230K	0.04%	167
2023 Q3	–	Sell	-2,345	Closed	-$229K	–	114
2023 Q2	$229K	Hold	2,345	–	–	0.07%	135
2023 Q1	$212K	Buy	+2,345	New	+$208K	0.06%	135
2022 Q2	–	Sell	-2,345	Closed	-$237K	–	117
2022 Q1	$237K	Hold	2,345	–	–	0.07%	114
2021 Q4	$251K	Hold	2,345	–	–	0.07%	112
2021 Q3	$231K	Hold	2,345	–	–	0.21%	99
2021 Q2	$232K	Hold	2,345	–	–	0.21%	99
2021 Q1	$215K	Hold	2,345	–	–	0.21%	99
2020 Q4	$202K	Buy	+2,345	New	+$190K	0.19%	94

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Mitchell Sinkler & Starr's ITOT Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,345 shares worth $385K. The position accounts for 0.16% of the portfolio, ranked #118.

Mitchell Sinkler & Starr first reported a position in ITOT in Q4 2020 and has held it in 19 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mitchell Sinkler & Starr held 2,345 shares of iShares Core S&P Total US Stock Market ETF worth $385K as of Q2 2026.
Mitchell Sinkler & Starr 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 0.16% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #118 holding.
Mitchell Sinkler & Starr first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.