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Samalin Investment Counsel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Samalin Investment Counsel’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 		$4.16M Sell
25,349
-171
-0.7% -$27.1K 1.3% 12
2026
Q1 		$3.63M Sell
25,520
-7,896
-24% -$1.17M 1.29% 11
2025
Q4 		$4.97M Buy
33,416
+822
+3% +$121K 1.76% 5
2025
Q3 		$4.75M Buy
32,594
+20
+0.1% +$2.81K 1.63% 7
2025
Q2 		$4.4M Buy
32,574
+4,709
+17% +$588K 1.69% 8
2025
Q1 		$3.4M Buy
27,865
+2,856
+11% +$368K 1.38% 7
2024
Q4 		$3.22M Buy
25,009
+968
+4% +$125K 1.38% 9
2024
Q3 		$3.02M Sell
24,041
-144
-0.6% -$17.4K 1.31% 9
2024
Q2 		$2.87M Buy
24,185
+1,975
+9% +$227K 1.34% 10
2024
Q1 		$2.56M Sell
22,210
-1,893
-8% -$208K 1.22% 11
2023
Q4 		$2.54M Buy
24,103
+121
+0.5% +$11.9K 1.28% 9
2023
Q3 		$2.26M Buy
23,982
+6,253
+35% +$614K 1.3% 13
2023
Q2 		$1.73M Buy
17,729
+934
+6% +$86.4K 0.94% 24
2023
Q1 		$1.52M Buy
16,795
+720
+4% +$63.9K 0.92% 25
2022
Q4 		$1.36M Buy
16,075
+154
+1% +$13.1K 0.86% 28
2022
Q3 		$1.27M Buy
15,921
+296
+2% +$26.2K 0.93% 28
2022
Q2 		$1.31M Buy
15,625
+1,398
+10% +$127K 0.92% 30
2022
Q1 		$1.44M Buy
14,227
+913
+7% +$91K 0.87% 28
2021
Q4 		$1.42M Buy
13,314
+678
+5% +$70.9K 0.86% 27
2021
Q3 		$1.24M Buy
12,636
+710
+6% +$71.8K 0.81% 26
2021
Q2 		$1.18M Sell
11,926
-3,546
-23% -$341K 0.76% 25
2021
Q1 		$1.42M Buy
15,472
+2,871
+23% +$258K 0.95% 21
2020
Q4 		$1.09M Buy
12,601
+9,801
+350% +$794K 0.82% 26
2020
Q3 		$211K Buy
+2,800
New +$209K 0.19% 165

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
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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Samalin Investment Counsel's ITOT Position: Q2 2026 in Review

Samalin Investment Counsel reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.67% in Q2 2026, selling an estimated $27.1K and leaving 25,349 shares worth $4.16M. The position accounts for 1.3% of the portfolio, ranked #12.

Samalin Investment Counsel first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.97M in Q4 2025. 798 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Samalin Investment Counsel held 25,349 shares of iShares Core S&P Total US Stock Market ETF worth $4.16M as of Q2 2026.
  • Samalin Investment Counsel sold 171 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $27.1K.
  • iShares Core S&P Total US Stock Market ETF made up 1.3% of Samalin Investment Counsel's portfolio in Q2 2026, its #12 holding.
  • Samalin Investment Counsel first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
  • Samalin Investment Counsel's iShares Core S&P Total US Stock Market ETF position peaked at $4.97M in Q4 2025.
  • 798 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.