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Objective Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Objective Capital Management’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 		$2.45M Sell
14,920
-293
-2% -$46.5K 2.18% 10
2026
Q1 		$2.17M Sell
15,213
-260
-2% -$38.7K 2.19% 9
2025
Q4 		$2.3M Buy
15,473
+83
+0.5% +$12.2K 2.34% 10
2025
Q3 		$2.24M Buy
15,390
+25
+0.2% +$3.51K 2.32% 11
2025
Q2 		$2.07M Buy
15,365
+19
+0.1% +$2.37K 2.33% 10
2025
Q1 		$1.87M Buy
15,346
+19
+0.1% +$2.45K 2.39% 10
2024
Q4 		$1.97M Sell
15,327
-437
-3% -$56.6K 1.32% 20
2024
Q3 		$1.98M Buy
+15,764
New +$1.91M 1.16% 25
2024
Q1 		$1.78M Buy
15,434
+1,481
+11% +$162K 1.2% 26
2023
Q4 		$1.47M Buy
13,953
+1,756
+14% +$172K 1.12% 24
2023
Q3 		$1.15M Buy
12,197
+21
+0.2% +$2.06K 1.02% 28
2023
Q2 		$1.19M Buy
12,176
+9
+0.1% +$832 1.04% 28
2023
Q1 		$1.1M Buy
12,167
+277
+2% +$24.6K 1.01% 28
2022
Q4 		$1.01M Buy
11,890
+345
+3% +$29.4K 1% 31
2022
Q3 		$918K Buy
11,545
+64
+0.6% +$5.66K 0.98% 31
2022
Q2 		$962K Buy
11,481
+725
+7% +$66.1K 0.97% 33
2022
Q1 		$1.09M Buy
10,756
+628
+6% +$62.6K 0.83% 32
2021
Q4 		$1.08M Buy
+10,128
New +$1.06M 0.77% 33

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Objective Capital Management's ITOT Position: Q2 2026 in Review

Objective Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.9% in Q2 2026, selling an estimated $46.5K and leaving 14,920 shares worth $2.45M. The position accounts for 2.18% of the portfolio, ranked #10.

Objective Capital Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Objective Capital Management held 14,920 shares of iShares Core S&P Total US Stock Market ETF worth $2.45M as of Q2 2026.
  • Objective Capital Management sold 293 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $46.5K.
  • iShares Core S&P Total US Stock Market ETF made up 2.18% of Objective Capital Management's portfolio in Q2 2026, its #10 holding.
  • Objective Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 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 Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.