Princeton Global Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Princeton Global Asset 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	$28.2K	Buy	172 +1	+0.6%	+$159	﹤0.01%	433
2026 Q1	$24.4K	Hold	171	–	–	﹤0.01%	457
2025 Q4	$25.4K	Buy	171 +1	+0.6%	+$148	﹤0.01%	449
2025 Q3	$24.8K	Hold	170	–	–	﹤0.01%	421
2025 Q2	$22.9K	Buy	170 +1	+0.6%	+$125	﹤0.01%	420
2025 Q1	$20.7K	Hold	169	–	–	﹤0.01%	390
2024 Q4	$21.7K	Buy	169 +1	+0.6%	+$129	﹤0.01%	411
2024 Q3	$21.1K	Hold	168	–	–	﹤0.01%	413
2024 Q2	$19.9K	Buy	168 +1	+0.6%	+$115	﹤0.01%	391
2024 Q1	$19.3K	Sell	167 -3	-2%	-$329	﹤0.01%	370
2023 Q4	$17.9K	Buy	170 +5	+3%	+$490	﹤0.01%	376
2023 Q3	$15.6K	Hold	165	–	–	﹤0.01%	361
2023 Q2	$16.2K	Hold	165	–	–	﹤0.01%	365
2023 Q1	$14.9K	Buy	165 +94	+132%	+$8.35K	﹤0.01%	378
2022 Q4	$6K	Buy	+71	New	+$6.06K	﹤0.01%	444
2021 Q2	–	Sell	-230	Closed	-$21K	–	551
2021 Q1	$21K	Hold	230	–	–	0.01%	322
2020 Q4	$20K	Hold	230	–	–	0.01%	326
2020 Q3	$17K	Hold	230	–	–	0.01%	306
2020 Q2	$15K	Sell	230 -20	-8%	-$1.31K	﹤0.01%	384
2020 Q1	$14K	Sell	250 -522	-68%	-$35.8K	0.01%	347
2019 Q4	$56K	Buy	772 +450	+140%	+$31.3K	0.02%	227
2019 Q3	$22K	Hold	322	–	–	0.01%	261
2019 Q2	$21K	Hold	322	–	–	0.01%	284
2019 Q1	$20K	Hold	322	–	–	0.01%	254
2018 Q4	$18K	Buy	+322	New	+$19.8K	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

Princeton Global Asset Management's ITOT Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.58% in Q2 2026, buying an estimated $159 and bringing the position to 172 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Princeton Global Asset Management first reported a position in ITOT in Q4 2018 and has held it in 25 quarters since. The position peaked at $56K in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Princeton Global Asset Management held 172 shares of iShares Core S&P Total US Stock Market ETF worth $28.2K as of Q2 2026.
Princeton Global Asset Management bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #433 holding.
Princeton Global Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 25 quarters since.
Princeton Global Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $56K in Q4 2019.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.