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

Operose 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	$2.51M	Buy	15,309 +13,692	+847%	+$2.17M	0.49%	32
2026 Q1	$230K	Buy	1,617 +3	+0.2%	+$446	0.05%	135
2025 Q4	$240K	Buy	1,614 +916	+131%	+$135K	0.06%	131
2025 Q3	$102K	Hold	698	–	–	0.03%	197
2025 Q2	$94.3K	Hold	698	–	–	0.03%	186
2025 Q1	$85.2K	Hold	698	–	–	0.03%	181
2024 Q4	$89.8K	Sell	698 -99	-12%	-$12.8K	0.03%	176
2024 Q3	$100K	Sell	797 -584	-42%	-$70.7K	0.03%	195
2024 Q2	$164K	Buy	+1,381	New	+$158K	0.06%	152
2023 Q4	–	Sell	-56	Closed	-$5.28K	–	671
2023 Q3	$5.28K	Hold	56	–	–	﹤0.01%	655
2023 Q2	$5.48K	Hold	56	–	–	﹤0.01%	307
2023 Q1	$5.07K	Hold	56	–	–	﹤0.01%	299
2022 Q4	$4.75K	Hold	56	–	–	﹤0.01%	321
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	312
2022 Q2	$5K	Hold	56	–	–	﹤0.01%	266
2022 Q1	$6K	Buy	+56	New	+$5.58K	﹤0.01%	282

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Operose Advisors's ITOT Position: Q2 2026 in Review

Operose Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 847% in Q2 2026, buying an estimated $2.17M and bringing the position to 15,309 shares worth $2.51M. The position accounts for 0.49% of the portfolio, ranked #32.

Operose Advisors first reported a position in ITOT in Q1 2022 and has held it in 16 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Operose Advisors held 15,309 shares of iShares Core S&P Total US Stock Market ETF worth $2.51M as of Q2 2026.
Operose Advisors bought 13,692 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.17M.
iShares Core S&P Total US Stock Market ETF made up 0.49% of Operose Advisors's portfolio in Q2 2026, its #32 holding.
Operose Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 16 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 Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.