Parkside Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Parkside Investments’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	$2.1M	Buy	12,770 +343	+3%	+$54.4K	0.23%	53
2026 Q1	$1.77M	Buy	12,427 +43	+0.3%	+$6.39K	0.22%	54
2025 Q4	$1.84M	Buy	12,384 +95	+0.8%	+$14K	0.23%	54
2025 Q3	$1.79M	Sell	12,289 -10	-0.1%	-$1.4K	0.22%	55
2025 Q2	$1.66M	Sell	12,299 -1,595	-11%	-$199K	0.23%	56
2025 Q1	$1.7M	Sell	13,894 -865	-6%	-$111K	0.25%	54
2024 Q4	$1.9M	Buy	14,759 +75	+0.5%	+$9.71K	0.28%	53
2024 Q3	$1.84M	Buy	14,684 +165	+1%	+$20K	0.28%	52
2024 Q2	$1.72M	Hold	14,519	–	–	0.27%	55
2024 Q1	$1.67M	Sell	14,519 -670	-4%	-$73.5K	0.27%	54
2023 Q4	$1.6M	Sell	15,189 -224	-1%	-$22K	0.27%	57
2023 Q3	$1.45M	Hold	15,413	–	–	0.27%	55
2023 Q2	$1.51M	Sell	15,413 -2,367	-13%	-$219K	0.28%	52
2023 Q1	$1.61M	Buy	17,780 +245	+1%	+$21.8K	0.3%	54
2022 Q4	$1.49M	Hold	17,535	–	–	0.3%	54
2022 Q3	$1.39M	Sell	17,535 -400	-2%	-$35.4K	0.3%	52
2022 Q2	$1.5M	Sell	17,935 -1,879	-9%	-$171K	0.32%	53
2022 Q1	$2M	Sell	19,814 -500	-2%	-$49.9K	0.39%	52
2021 Q4	$2.17M	Buy	20,314 +290	+1%	+$30.3K	0.42%	52
2021 Q3	$1.97M	Sell	20,024 -1,981	-9%	-$200K	0.41%	52
2021 Q2	$2.17M	Buy	22,005 +90	+0.4%	+$8.65K	0.42%	52
2021 Q1	$2.01M	Sell	21,915 -140	-0.6%	-$12.6K	0.42%	54
2020 Q4	$1.9M	Buy	22,055 +265	+1%	+$21.5K	0.42%	57
2020 Q3	$1.64M	Hold	21,790	–	–	0.43%	67
2020 Q2	$1.51M	Sell	21,790 -2,300	-10%	-$150K	0.4%	70
2020 Q1	$1.38M	Buy	24,090 +4,701	+24%	+$323K	0.46%	67
2019 Q4	$1.41M	Sell	19,389 -3,034	-14%	-$211K	0.34%	69
2019 Q3	$1.5M	Buy	22,423 +3,494	+18%	+$234K	0.4%	68
2019 Q2	$1.26M	Buy	18,929 +475	+3%	+$31.1K	0.33%	70
2019 Q1	$1.19M	Buy	+18,454	New	+$1.14M	0.32%	75

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

Parkside Investments's ITOT Position: Q2 2026 in Review

Parkside Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2026, buying an estimated $54.4K and bringing the position to 12,770 shares worth $2.1M. The position accounts for 0.23% of the portfolio, ranked #53.

Parkside Investments first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.17M in Q4 2021. 766 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Parkside Investments held 12,770 shares of iShares Core S&P Total US Stock Market ETF worth $2.1M as of Q2 2026.
Parkside Investments bought 343 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $54.4K.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Parkside Investments's portfolio in Q2 2026, its #53 holding.
Parkside Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
Parkside Investments's iShares Core S&P Total US Stock Market ETF position peaked at $2.17M in Q4 2021.
766 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.