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Old Mission Investment Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Old Mission Investment Co’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 		$416K Sell
2,532
-161
-6% -$25.6K 0.09% 95
2026
Q1 		$384K Buy
2,693
+212
+9% +$31.5K 0.09% 93
2025
Q4 		$369K Buy
2,481
+34
+1% +$5.02K 0.09% 89
2025
Q3 		$356K Sell
2,447
-165
-6% -$23.1K 0.09% 95
2025
Q2 		$353K Buy
2,612
+42
+2% +$5.24K 0.1% 100
2025
Q1 		$314K Sell
2,570
-429
-14% -$55.3K 0.09% 100
2024
Q4 		$386K Buy
2,999
+416
+16% +$53.9K 0.11% 90
2024
Q3 		$324K Sell
2,583
-265
-9% -$32.1K 0.1% 94
2024
Q2 		$338K Sell
2,848
-140
-5% -$16.1K 0.11% 93
2024
Q1 		$345K Buy
2,988
+178
+6% +$19.5K 0.11% 91
2023
Q4 		$296K Sell
2,810
-199
-7% -$19.5K 0.1% 98
2023
Q3 		$283K Buy
3,009
+136
+5% +$13.4K 0.11% 92
2023
Q2 		$281K Sell
2,873
-57
-2% -$5.27K 0.1% 87
2023
Q1 		$265K Sell
2,930
-93
-3% -$8.26K 0.1% 93
2022
Q4 		$256K Buy
3,023
+235
+8% +$20.1K 0.11% 96
2022
Q3 		$222K Buy
2,788
+297
+12% +$26.3K 0.1% 97
2022
Q2 		$209K Buy
+2,491
New +$227K 0.09% 98
2019
Q4 		– Sell
-3,043
Closed -$204K – 66
2019
Q3 		$204K Buy
+3,043
New +$204K 0.19% 64

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

Old Mission Investment Co's ITOT Position: Q2 2026 in Review

Old Mission Investment Co reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6% in Q2 2026, selling an estimated $25.6K and leaving 2,532 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #95.

Old Mission Investment Co first reported a position in ITOT in Q3 2019 and has held it in 18 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Old Mission Investment Co held 2,532 shares of iShares Core S&P Total US Stock Market ETF worth $416K as of Q2 2026.
  • Old Mission Investment Co sold 161 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $25.6K.
  • iShares Core S&P Total US Stock Market ETF made up 0.09% of Old Mission Investment Co's portfolio in Q2 2026, its #95 holding.
  • Old Mission Investment Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 18 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.