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OneDigital Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

OneDigital Investment Advisors’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 		$24.8M Sell
151,209
-4,379
-3% -$695K 0.21% 94
2026
Q1 		$22.2M Buy
155,588
+37,898
+32% +$5.64M 0.22% 91
2025
Q4 		$17.5M Sell
117,690
-1,455
-1% -$215K 0.17% 121
2025
Q3 		$17.4M Sell
119,145
-572
-0.5% -$80.2K 0.18% 117
2025
Q2 		$16.2M Sell
119,717
-3,902
-3% -$487K 0.18% 115
2025
Q1 		$15.1M Buy
123,619
+61,329
+98% +$7.9M 0.18% 116
2024
Q4 		$8.01M Sell
62,290
-420
-0.7% -$54.4K 0.09% 172
2024
Q3 		$7.88M Buy
62,710
+14,502
+30% +$1.76M 0.09% 179
2024
Q2 		$5.73M Buy
48,208
+19,237
+66% +$2.21M 0.07% 210
2024
Q1 		$3.34M Sell
28,971
-587
-2% -$64.4K 0.05% 244
2023
Q4 		$3.11M Buy
29,558
+203
+0.7% +$19.9K 0.05% 239
2023
Q3 		$2.76M Sell
29,355
-354
-1% -$34.8K 0.06% 221
2023
Q2 		$2.91M Sell
29,709
-111
-0.4% -$10.3K 0.06% 212
2023
Q1 		$2.7M Buy
29,820
+4,154
+16% +$369K 0.06% 227
2022
Q4 		$2.18M Sell
25,666
-448
-2% -$38.2K 0.06% 249
2022
Q3 		$2.08M Buy
26,114
+5,293
+25% +$468K 0.08% 182
2022
Q2 		$1.74M Buy
20,821
+5,067
+32% +$462K 0.07% 175
2022
Q1 		$1.59M Sell
15,754
-4,789
-23% -$478K 0.06% 196
2021
Q4 		$2.2M Sell
20,543
-1,586
-7% -$166K 0.08% 156
2021
Q3 		$2.18M Buy
22,129
+219
+1% +$22.1K 0.09% 148
2021
Q2 		$2.16M Buy
21,910
+292
+1% +$28.1K 0.09% 146
2021
Q1 		$1.98M Buy
21,618
+920
+4% +$82.5K 0.09% 153
2020
Q4 		$1.78M Buy
20,698
+5,491
+36% +$445K 0.09% 152
2020
Q3 		$1.15M Sell
15,207
-189
-1% -$14.1K 0.08% 189
2020
Q2 		$1.07M Buy
15,396
+4,428
+40% +$289K 0.08% 200
2020
Q1 		$627K Sell
10,968
-720
-6% -$49.4K 0.06% 249
2019
Q4 		$850K Buy
11,688
+728
+7% +$50.7K 0.07% 215
2019
Q3 		$735K Buy
10,960
+3,800
+53% +$255K 0.07% 215
2019
Q2 		$477K Buy
7,160
+5,942
+488% +$389K 0.04% 265
2019
Q1 		$78K Hold
1,218
– – 0.01% 411
2018
Q4 		$69K Hold
1,218
– – 0.01% 399
2018
Q3 		$81K Hold
1,218
– – 0.02% 308
2018
Q2 		$76K Hold
1,218
– – 0.02% 387
2018
Q1 		$74K Hold
1,218
– – 0.02% 416
2017
Q4 		$74K Hold
1,218
– – 0.01% 407
2017
Q3 		$70K Hold
1,218
– – 0.03% 300
2017
Q2 		$68K Buy
+1,218
New +$66.8K 0.02% 396

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

OneDigital Investment Advisors's ITOT Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2026, selling an estimated $695K and leaving 151,209 shares worth $24.8M. The position accounts for 0.21% of the portfolio, ranked #94.

OneDigital Investment Advisors first reported a position in ITOT in Q2 2017 and has held it in 37 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • OneDigital Investment Advisors held 151,209 shares of iShares Core S&P Total US Stock Market ETF worth $24.8M as of Q2 2026.
  • OneDigital Investment Advisors sold 4,379 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $695K.
  • iShares Core S&P Total US Stock Market ETF made up 0.21% of OneDigital Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.