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

Plante Moran Financial 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 		$684K Sell
4,165
-893
-18% -$142K 0.03% 74
2026
Q1 		$720K Sell
5,058
-1,604
-24% -$239K 0.05% 64
2025
Q4 		$991K Buy
6,662
+67
+1% +$9.89K 0.06% 54
2025
Q3 		$961K Sell
6,595
-844
-11% -$118K 0.06% 47
2025
Q2 		$1M Buy
7,439
+111
+2% +$13.9K 0.07% 47
2025
Q1 		$894K Buy
7,328
+281
+4% +$36.2K 0.08% 45
2024
Q4 		$906K Buy
7,047
+1,294
+22% +$168K 0.08% 50
2024
Q3 		$723K Buy
5,753
+700
+14% +$84.7K 0.06% 61
2024
Q2 		$600K Buy
5,053
+603
+14% +$69.2K 0.06% 69
2024
Q1 		$513K Sell
4,450
-673
-13% -$73.8K 0.06% 79
2023
Q4 		$539K Buy
5,123
+16
+0.3% +$1.57K 0.06% 82
2023
Q3 		$481K Hold
5,107
– – 0.06% 80
2023
Q2 		$500K Buy
5,107
+844
+20% +$78K 0.06% 83
2023
Q1 		$386K Sell
4,263
-225
-5% -$20K 0.05% 92
2022
Q4 		$381K Buy
4,488
+3,604
+408% +$308K 0.06% 97
2022
Q3 		$70K Sell
884
-683
-44% -$60.4K 0.01% 261
2022
Q2 		$131K Buy
1,567
+683
+77% +$62.2K 0.02% 190
2022
Q1 		$89K Buy
884
+47
+6% +$4.69K 0.02% 242
2021
Q4 		$90K Hold
837
– – 0.01% 269
2021
Q3 		$82K Hold
837
– – 0.02% 294
2021
Q2 		$83K Buy
+837
New +$80.5K 0.02% 276
2018
Q4 		– Sell
-1,092
Closed -$73K – 928
2018
Q3 		$73K Buy
1,092
+4
+0.4% +$262 0.02% 246
2018
Q2 		$68K Buy
+1,088
New +$67.6K 0.03% 274

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
BP
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Plante Moran Financial Advisors's ITOT Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 18% in Q2 2026, selling an estimated $142K and leaving 4,165 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #74.

Plante Moran Financial Advisors first reported a position in ITOT in Q2 2018 and has held it in 23 quarters since. The position peaked at $1M in Q2 2025. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Plante Moran Financial Advisors held 4,165 shares of iShares Core S&P Total US Stock Market ETF worth $684K as of Q2 2026.
  • Plante Moran Financial Advisors sold 893 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $142K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Plante Moran Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 23 quarters since.
  • Plante Moran Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1M in Q2 2025.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.