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Principal Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Principal Securities’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 		$25.3M Sell
154,124
-3,557
-2% -$565K 0.3% 60
2026
Q1 		$22.5M Sell
157,681
-2,189
-1% -$326K 0.33% 55
2025
Q4 		$23.8M Buy
159,870
+3,285
+2% +$485K 0.37% 51
2025
Q3 		$22.8M Sell
156,585
-2,439
-2% -$342K 0.38% 52
2025
Q2 		$21.5M Buy
159,024
+103,987
+189% +$13M 0.4% 48
2025
Q1 		$7.08M Buy
55,037
+255
+0.5% +$32.9K 0.16% 126
2024
Q4 		$7.05M Buy
54,782
+10,102
+23% +$1.31M 0.16% 125
2024
Q3 		$5.61M Buy
44,680
+130
+0.3% +$15.7K 0.14% 146
2024
Q2 		$5.29M Buy
44,550
+272
+0.6% +$31.2K 0.15% 131
2024
Q1 		$5.11M Sell
44,278
-4,798
-10% -$526K 0.16% 122
2023
Q4 		$5.16M Buy
+49,076
New +$4.81M 0.19% 108

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Principal Securities's ITOT Position: Q2 2026 in Review

Principal Securities reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.3% in Q2 2026, selling an estimated $565K and leaving 154,124 shares worth $25.3M. The position accounts for 0.3% of the portfolio, ranked #60.

Principal Securities first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Principal Securities held 154,124 shares of iShares Core S&P Total US Stock Market ETF worth $25.3M as of Q2 2026.
  • Principal Securities sold 3,557 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $565K.
  • iShares Core S&P Total US Stock Market ETF made up 0.3% of Principal Securities's portfolio in Q2 2026, its #60 holding.
  • Principal Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.