Roundview Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Roundview Capital's ITOT Position: Q2 2026 in Review
Roundview Capital increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q2 2026, buying an estimated $33.2K and bringing the position to 5,971 shares worth $981K. The position accounts for 0.05% of the portfolio, ranked #221.
Roundview Capital first reported a position in ITOT in Q3 2023 and has held it in 12 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Roundview Capital held 5,971 shares of iShares Core S&P Total US Stock Market ETF worth $981K as of Q2 2026.
- Roundview Capital bought 209 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $33.2K.
- iShares Core S&P Total US Stock Market ETF made up 0.05% of Roundview Capital's portfolio in Q2 2026, its #221 holding.
- Roundview Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.