Prospera Financial Services’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 | $5.86M | Buy |
35,638
+207
| +0.6% | +$32.9K | 0.09% | 250 |
|
|
2026
Q1 | $5.05M | Sell |
35,431
-2,603
| -7% | -$387K | 0.08% | 257 |
|
|
2025
Q4 | $5.66M | Buy |
38,034
+3,199
| +9% | +$472K | 0.09% | 222 |
|
|
2025
Q3 | $5.08M | Buy |
34,835
+625
| +2% | +$87.6K | 0.09% | 243 |
|
|
2025
Q2 | $4.62M | Buy |
34,210
+3,539
| +12% | +$442K | 0.09% | 238 |
|
|
2025
Q1 | $3.74M | Buy |
30,671
+571
| +2% | +$73.6K | 0.09% | 244 |
|
|
2024
Q4 | $3.87M | Sell |
30,100
-67
| -0.2% | -$8.68K | 0.09% | 237 |
|
|
2024
Q3 | $3.79M | Buy |
30,167
+3,082
| +11% | +$373K | 0.1% | 229 |
|
|
2024
Q2 | $3.22M | Sell |
27,085
-2,215
| -8% | -$254K | 0.09% | 248 |
|
|
2024
Q1 | $3.38M | Buy |
29,300
+5,798
| +25% | +$636K | 0.1% | 225 |
|
|
2023
Q4 | $2.47M | Buy |
23,502
+8,306
| +55% | +$814K | 0.08% | 273 |
|
|
2023
Q3 | $1.43M | Buy |
15,196
+1,378
| +10% | +$135K | 0.06% | 339 |
|
|
2023
Q2 | $1.35M | Buy |
13,818
+2,560
| +23% | +$237K | 0.05% | 345 |
|
|
2023
Q1 | $1.02M | Buy |
11,258
+1,066
| +10% | +$94.6K | 0.04% | 423 |
|
|
2022
Q4 | $864K | Sell |
10,192
-483
| -5% | -$41.2K | 0.04% | 389 |
|
|
2022
Q3 | $849K | Buy |
10,675
+4,717
| +79% | +$417K | 0.04% | 399 |
|
|
2022
Q2 | $499K | Sell |
5,958
-3,633
| -38% | -$331K | 0.03% | 512 |
|
|
2022
Q1 | $968K | Buy |
9,591
+437
| +5% | +$43.6K | 0.04% | 433 |
|
|
2021
Q4 | $980K | Buy |
9,154
+1,907
| +26% | +$199K | 0.04% | 419 |
|
|
2021
Q3 | $714K | Sell |
7,247
-2,192
| -23% | -$222K | 0.04% | 437 |
|
|
2021
Q2 | $934K | Buy |
9,439
+1,414
| +18% | +$136K | 0.05% | 393 |
|
|
2021
Q1 | $736K | Buy |
8,025
+3,042
| +61% | +$273K | 0.04% | 406 |
|
|
2020
Q4 | $430K | Buy |
4,983
+980
| +24% | +$79.4K | 0.03% | 447 |
|
|
2020
Q3 | $302K | Buy |
4,003
+908
| +29% | +$67.8K | 0.12% | 155 |
|
|
2020
Q2 | $215K | Sell |
3,095
-3,036
| -50% | -$198K | 0.02% | 525 |
|
|
2020
Q1 | $351K | Buy |
6,131
+1,645
| +37% | +$113K | 0.04% | 372 |
|
|
2019
Q4 | $326K | Sell |
4,486
-486
| -10% | -$33.8K | 0.03% | 463 |
|
|
2019
Q3 | $333K | Sell |
4,972
-290
| -6% | -$19.4K | 0.03% | 408 |
|
|
2019
Q2 | $351K | Buy |
+5,262
| New | +$345K | 0.04% | 363 |
|
|
2019
Q1 | – | Sell |
-6,640
| Closed | -$377K | – | 381 |
|
|
2018
Q4 | $377K | Buy |
+6,640
| New | +$408K | 0.08% | 245 |
|
|
2018
Q3 | – | Sell |
-3,836
| Closed | -$241K | – | 428 |
|
|
2018
Q2 | $241K | Buy |
+3,836
| New | +$238K | 0.03% | 398 |
|
Other funds holding ITOT
FPAS
Prospera Financial Services's ITOT Position: Q2 2026 in Review
Prospera Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.58% in Q2 2026, buying an estimated $32.9K and bringing the position to 35,638 shares worth $5.86M. The position accounts for 0.09% of the portfolio, ranked #250.
Prospera Financial Services first reported a position in ITOT in Q2 2018 and has held it in 31 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Prospera Financial Services held 35,638 shares of iShares Core S&P Total US Stock Market ETF worth $5.86M as of Q2 2026.
- Prospera Financial Services bought 207 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.9K.
- iShares Core S&P Total US Stock Market ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #250 holding.
- Prospera Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and has held it in 31 quarters since.
- 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.