Peak Financial Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.7M | Buy |
16,407
+316
| +2% | +$50.2K | 0.62% | 29 |
|
|
2026
Q1 | $2.29M | Sell |
16,091
-899
| -5% | -$134K | 0.58% | 31 |
|
|
2025
Q4 | $2.53M | Sell |
16,990
-181
| -1% | -$26.7K | 0.65% | 29 |
|
|
2025
Q3 | $2.5M | Buy |
17,171
+82
| +0.5% | +$11.5K | 0.66% | 29 |
|
|
2025
Q2 | $2.31M | Buy |
17,089
+26
| +0.2% | +$3.24K | 0.66% | 33 |
|
|
2025
Q1 | $2.08M | Buy |
17,063
+40
| +0.2% | +$5.16K | 0.62% | 33 |
|
|
2024
Q4 | $2.19M | Sell |
17,023
-130
| -0.8% | -$16.8K | 0.66% | 32 |
|
|
2024
Q3 | $2.15M | Buy |
17,153
+81
| +0.5% | +$9.81K | 0.63% | 32 |
|
|
2024
Q2 | $2.03M | Buy |
17,072
+44
| +0.3% | +$5.05K | 0.63% | 32 |
|
|
2024
Q1 | $1.96M | Buy |
17,028
+19
| +0.1% | +$2.08K | 0.62% | 31 |
|
|
2023
Q4 | $1.79M | Buy |
17,009
+141
| +0.8% | +$13.8K | 0.6% | 30 |
|
|
2023
Q3 | $1.59M | Buy |
16,868
+361
| +2% | +$35.5K | 0.58% | 31 |
|
|
2023
Q2 | $1.62M | Buy |
16,507
+138
| +0.8% | +$12.8K | 0.58% | 33 |
|
|
2023
Q1 | $1.48M | Sell |
16,369
-8
| -0% | -$710 | 0.55% | 31 |
|
|
2022
Q4 | $1.39M | Buy |
16,377
+269
| +2% | +$23K | 0.55% | 32 |
|
|
2022
Q3 | $1.28M | Buy |
16,108
+1,225
| +8% | +$108K | 0.53% | 30 |
|
|
2022
Q2 | $1.25M | Buy |
14,883
+1,579
| +12% | +$144K | 0.48% | 33 |
|
|
2022
Q1 | $1.34M | Sell |
13,304
-27
| -0.2% | -$2.69K | 0.45% | 36 |
|
|
2021
Q4 | $1.43M | Buy |
13,331
+389
| +3% | +$40.7K | 0.46% | 34 |
|
|
2021
Q3 | $1.27M | Buy |
12,942
+473
| +4% | +$47.8K | 0.43% | 34 |
|
|
2021
Q2 | $1.23M | Sell |
12,469
-1,719
| -12% | -$165K | 0.42% | 35 |
|
|
2021
Q1 | $1.3M | Sell |
14,188
-419
| -3% | -$37.6K | 0.47% | 33 |
|
|
2020
Q4 | $1.26M | Sell |
14,607
-3,765
| -20% | -$305K | 0.47% | 32 |
|
|
2020
Q3 | $1.39M | Buy |
18,372
+847
| +5% | +$63.2K | 0.6% | 32 |
|
|
2020
Q2 | $1.22M | Buy |
17,525
+6,900
| +65% | +$451K | 0.57% | 32 |
|
|
2020
Q1 | $608K | Buy |
10,625
+66
| +0.6% | +$4.53K | 0.31% | 35 |
|
|
2019
Q4 | $768K | Buy |
10,559
+846
| +9% | +$58.9K | 0.33% | 34 |
|
|
2019
Q3 | $651K | Buy |
9,713
+546
| +6% | +$36.6K | 0.29% | 33 |
|
|
2019
Q2 | $611K | Buy |
9,167
+679
| +8% | +$44.5K | 0.27% | 33 |
|
|
2019
Q1 | $547K | Buy |
8,488
+905
| +12% | +$56.1K | 0.25% | 36 |
|
|
2018
Q4 | $430K | Buy |
7,583
+1,588
| +26% | +$97.6K | 0.21% | 40 |
|
|
2018
Q3 | $399K | Buy |
5,995
+630
| +12% | +$41.3K | 0.18% | 41 |
|
|
2018
Q2 | $335K | Buy |
+5,365
| New | +$333K | 0.15% | 44 |
|
Other funds holding ITOT
FPAS
Peak Financial Management's ITOT Position: Q2 2026 in Review
Peak Financial Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2% in Q2 2026, buying an estimated $50.2K and bringing the position to 16,407 shares worth $2.7M. The position accounts for 0.62% of the portfolio, ranked #29.
Peak Financial Management first reported a position in ITOT in Q2 2018 and has held it in 33 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Peak Financial Management held 16,407 shares of iShares Core S&P Total US Stock Market ETF worth $2.7M as of Q2 2026.
- Peak Financial Management bought 316 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $50.2K.
- iShares Core S&P Total US Stock Market ETF made up 0.62% of Peak Financial Management's portfolio in Q2 2026, its #29 holding.
- Peak Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.