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Roble Belko & Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Roble Belko & Company’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 		$11.2M Sell
68,347
-18
-0% -$2.86K 1.21% 20
2026
Q1 		$9.74M Sell
68,365
-642
-0.9% -$95.5K 1.24% 21
2025
Q4 		$10.3M Sell
69,007
-1,146
-2% -$169K 1.34% 22
2025
Q3 		$10.2M Buy
70,153
+514
+0.7% +$72.1K 1.39% 22
2025
Q2 		$9.4M Buy
69,639
+7,522
+12% +$939K 1.37% 22
2025
Q1 		$7.58M Buy
62,117
+101
+0.2% +$13K 1.21% 22
2024
Q4 		$7.98M Sell
62,016
-558
-0.9% -$72.2K 1.27% 21
2024
Q3 		$7.86M Buy
62,574
+62
+0.1% +$7.51K 1.24% 22
2024
Q2 		$7.42M Buy
62,512
+408
+0.7% +$46.8K 1.24% 22
2024
Q1 		$7.16M Buy
62,104
+328
+0.5% +$36K 1.23% 20
2023
Q4 		$6.5M Buy
61,776
+1,029
+2% +$101K 1.22% 21
2023
Q3 		$5.72M Sell
60,747
-413
-0.7% -$40.6K 1.17% 25
2023
Q2 		$5.98M Sell
61,160
-22,053
-27% -$2.04M 1.19% 24
2023
Q1 		$7.54M Sell
83,213
-366
-0.4% -$32.5K 1.54% 22
2022
Q4 		$7.09M Buy
83,579
+4,639
+6% +$396K 1.51% 23
2022
Q3 		$6.28M Buy
78,940
+305
+0.4% +$27K 1.53% 22
2022
Q2 		$6.59M Sell
78,635
-10,045
-11% -$915K 1.5% 21
2022
Q1 		$8.95M Sell
88,680
-3,384
-4% -$337K 1.7% 20
2021
Q4 		$9.85M Buy
92,064
+6,931
+8% +$724K 1.85% 19
2021
Q3 		$8.38M Sell
85,133
-5,116
-6% -$517K 1.72% 19
2021
Q2 		$8.91M Sell
90,249
-1,804
-2% -$173K 2.02% 18
2021
Q1 		$8.43M Buy
92,053
+393
+0.4% +$35.2K 2.03% 17
2020
Q4 		$7.9M Sell
91,660
-2,534
-3% -$205K 2.06% 17
2020
Q3 		$7.11M Sell
94,194
-2,212
-2% -$165K 2.09% 17
2020
Q2 		$6.69M Sell
96,406
-7,965
-8% -$521K 2.01% 16
2020
Q1 		$5.97M Buy
104,371
+27,802
+36% +$1.91M 1.93% 16
2019
Q4 		$5.57M Buy
76,569
+1,008
+1% +$70.1K 1.54% 18
2019
Q3 		$5.07M Buy
75,561
+8,499
+13% +$569K 1.49% 19
2019
Q2 		$4.47M Buy
67,062
+11
+0% +$721 1.38% 20
2019
Q1 		$4.32M Sell
67,051
-1,649
-2% -$102K 1.48% 18
2018
Q4 		$3.9M Buy
68,700
+3,762
+6% +$231K 1.5% 19
2018
Q3 		$4.33M Buy
64,938
+2,828
+5% +$185K 1.58% 19
2018
Q2 		$3.88M Buy
62,110
+13,594
+28% +$845K 1.48% 19
2018
Q1 		$2.93M Buy
48,516
+29,214
+151% +$1.82M 1.14% 21
2017
Q4 		$1.18M Buy
19,302
+13,487
+232% +$804K 0.48% 29
2017
Q3 		$335K Buy
5,815
+4,563
+364% +$257K 0.15% 41
2017
Q2 		$69K Buy
+1,252
New +$68.7K 0.03% 89

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Roble Belko & Company's ITOT Position: Q2 2026 in Review

Roble Belko & Company reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q2 2026, selling an estimated $2.86K and leaving 68,347 shares worth $11.2M. The position accounts for 1.21% of the portfolio, ranked #20.

Roble Belko & Company first reported a position in ITOT in Q2 2017 and has held it in 37 quarters since. 964 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Roble Belko & Company held 68,347 shares of iShares Core S&P Total US Stock Market ETF worth $11.2M as of Q2 2026.
  • Roble Belko & Company sold 18 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.86K.
  • iShares Core S&P Total US Stock Market ETF made up 1.21% of Roble Belko & Company's portfolio in Q2 2026, its #20 holding.
  • Roble Belko & Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2017 and has held it in 37 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.