One Advisory Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

One Advisory Partners’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	$518K	Sell	3,151 -2	-0.1%	-$317	0.14%	46
2026 Q1	$449K	Buy	3,153 +1,115	+55%	+$166K	0.14%	47
2025 Q4	$303K	Sell	2,038 -18	-0.9%	-$2.66K	0.09%	57
2025 Q3	$298K	Sell	2,056 -20	-1%	-$2.81K	0.09%	57
2025 Q2	$288K	Buy	2,076 +417	+25%	+$52K	0.1%	53
2025 Q1	$202K	Buy	+1,659	New	+$214K	0.09%	48

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

One Advisory Partners's ITOT Position: Q2 2026 in Review

One Advisory Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q2 2026, selling an estimated $317 and leaving 3,151 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #46.

One Advisory Partners first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

One Advisory Partners held 3,151 shares of iShares Core S&P Total US Stock Market ETF worth $518K as of Q2 2026.
One Advisory Partners sold 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
iShares Core S&P Total US Stock Market ETF made up 0.14% of One Advisory Partners's portfolio in Q2 2026, its #46 holding.
One Advisory Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 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 One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.