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Prosperity Capital Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Prosperity Capital 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 		$230K Sell
1,399
-4,237
-75% -$673K 0.01% 391
2026
Q1 		$803K Buy
5,636
+219
+4% +$32.6K 0.05% 211
2025
Q4 		$805K Buy
5,417
+3,508
+184% +$518K 0.05% 190
2025
Q3 		$278K Sell
1,909
-2,298
-55% -$322K 0.02% 355
2025
Q2 		$568K Buy
4,207
+777
+23% +$97K 0.04% 245
2025
Q1 		$420K Buy
3,430
+1,062
+45% +$137K 0.03% 253
2024
Q4 		$304K Buy
+2,368
New +$307K 0.02% 278
2023
Q4 		– Sell
-11,141
Closed -$1.05M – 269
2023
Q3 		$1.05M Buy
11,141
+1,700
+18% +$167K 0.14% 89
2023
Q2 		$924K Buy
9,441
+1,875
+25% +$173K 0.13% 93
2023
Q1 		$685K Sell
7,566
-2,293
-23% -$204K 0.11% 99
2022
Q4 		$836K Buy
+9,859
New +$841K 0.26% 66

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Prosperity Capital Advisors's ITOT Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 75% in Q2 2026, selling an estimated $673K and leaving 1,399 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #391.

Prosperity Capital Advisors first reported a position in ITOT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2023. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Prosperity Capital Advisors held 1,399 shares of iShares Core S&P Total US Stock Market ETF worth $230K as of Q2 2026.
  • Prosperity Capital Advisors sold 4,237 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $673K.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #391 holding.
  • Prosperity Capital Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
  • Prosperity Capital Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.05M in Q3 2023.
  • 455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.