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

Osborne Partners 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	$371K	Hold	2,258	–	–	0.02%	166
2026 Q1	$322K	Hold	2,258	–	–	0.02%	168
2025 Q4	$336K	Hold	2,258	–	–	0.02%	169
2025 Q3	$329K	Hold	2,258	–	–	0.02%	176
2025 Q2	$305K	Hold	2,258	–	–	0.02%	179
2025 Q1	$275K	Hold	2,258	–	–	0.02%	186
2024 Q4	$290K	Hold	2,258	–	–	0.02%	191
2024 Q3	$284K	Hold	2,258	–	–	0.02%	199
2024 Q2	$268K	Hold	2,258	–	–	0.02%	193
2024 Q1	$260K	Sell	2,258 -2,824	-56%	-$310K	0.02%	180
2023 Q4	$535K	Buy	5,082 +2,824	+125%	+$277K	0.04%	154
2023 Q3	$213K	Hold	2,258	–	–	0.02%	190
2023 Q2	$221K	Hold	2,258	–	–	0.02%	196
2023 Q1	$204K	Sell	2,258 -233	-9%	-$20.7K	0.02%	207
2022 Q4	$211K	Buy	+2,491	New	+$213K	0.02%	200
2022 Q2	–	Sell	-2,258	Closed	-$228K	–	212
2022 Q1	$228K	Hold	2,258	–	–	0.02%	190
2021 Q4	$242K	Hold	2,258	–	–	0.02%	197
2021 Q3	$222K	Hold	2,258	–	–	0.02%	191
2021 Q2	$223K	Hold	2,258	–	–	0.02%	193
2021 Q1	$207K	Buy	+2,258	New	+$203K	0.02%	191

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

Osborne Partners Capital Management's ITOT Position: Q2 2026 in Review

Osborne Partners Capital Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,258 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #166.

Osborne Partners Capital Management first reported a position in ITOT in Q1 2021 and has held it in 20 quarters since. The position peaked at $535K in Q4 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Osborne Partners Capital Management held 2,258 shares of iShares Core S&P Total US Stock Market ETF worth $371K as of Q2 2026.
Osborne Partners Capital Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Osborne Partners Capital Management's portfolio in Q2 2026, its #166 holding.
Osborne Partners Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 20 quarters since.
Osborne Partners Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $535K in Q4 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.