SL
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Salomon & Ludwin’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Salomon & Ludwin’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 		$550K Hold
3,351
– – 0.05% 113
2026
Q1 		$481K Hold
3,351
– – 0.04% 118
2025
Q4 		$503K Hold
3,351
– – 0.04% 116
2025
Q3 		$491K Sell
3,351
-1,620
-33% -$227K 0.04% 121
2025
Q2 		$675K Sell
4,971
-1,422
-22% -$177K 0.07% 94
2025
Q1 		$780K Buy
6,393
+1,200
+23% +$155K 0.08% 87
2024
Q4 		$668K Sell
5,193
-17
-0.3% -$2.2K 0.07% 89
2024
Q3 		$654K Buy
5,210
+523
+11% +$63.3K 0.07% 95
2024
Q2 		$557K Sell
4,687
-911
-16% -$105K 0.06% 103
2024
Q1 		$645K Sell
5,598
-631
-10% -$69.2K 0.06% 109
2023
Q4 		$587K Hold
6,229
– – 0.06% 109
2023
Q3 		$587K Sell
6,229
-9
-0.1% -$884 0.06% 109
2023
Q2 		$610K Buy
6,238
+23
+0.4% +$2.13K 0.06% 104
2023
Q1 		$563K Buy
6,215
+20
+0.3% +$1.78K 0.07% 102
2022
Q4 		$525K Sell
6,195
-101
-2% -$8.62K 0.07% 105
2022
Q3 		$501K Hold
6,296
– – 0.08% 91
2022
Q2 		$527K Buy
6,296
+4,132
+191% +$376K 0.08% 71
2022
Q1 		$218K Buy
+2,164
New +$216K 0.03% 118
2020
Q2 		– Sell
-424
Closed -$24K – 141
2020
Q1 		$24K Buy
+424
New +$29.1K 0.01% 129
2019
Q1 		– Sell
-800
Closed -$45K – 251
2018
Q4 		$45K Buy
+800
New +$49.2K 0.01% 89

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

Salomon & Ludwin's ITOT Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,351 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #113.

Salomon & Ludwin first reported a position in ITOT in Q4 2018 and has held it in 20 quarters since. The position peaked at $780K in Q1 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Salomon & Ludwin held 3,351 shares of iShares Core S&P Total US Stock Market ETF worth $550K as of Q2 2026.
  • Salomon & Ludwin left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Salomon & Ludwin's portfolio in Q2 2026, its #113 holding.
  • Salomon & Ludwin first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 20 quarters since.
  • Salomon & Ludwin's iShares Core S&P Total US Stock Market ETF position peaked at $780K in Q1 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.