Schiavi & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Schiavi & Co’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	$438K	Buy	2,666 +24	+0.9%	+$3.81K	0.12%	36
2026 Q1	$376K	Buy	2,642 +976	+59%	+$145K	0.11%	34
2025 Q4	$248K	Hold	1,666	–	–	0.08%	39
2025 Q3	$243K	Sell	1,666 -2,764	-62%	-$388K	0.08%	39
2025 Q2	$598K	Hold	4,430	–	–	0.2%	15
2025 Q1	$541K	Hold	4,430	–	–	0.2%	14
2024 Q4	$570K	Hold	4,430	–	–	0.22%	14
2024 Q3	$557K	Hold	4,430	–	–	0.2%	15
2024 Q2	$526K	Hold	4,430	–	–	0.21%	15
2024 Q1	$511K	Hold	4,430	–	–	0.2%	15
2023 Q4	$466K	Hold	4,430	–	–	0.19%	16
2023 Q3	$417K	Hold	4,430	–	–	0.18%	18
2023 Q2	$433K	Hold	4,430	–	–	0.18%	17
2023 Q1	$401K	Hold	4,430	–	–	0.17%	16
2022 Q4	$376K	Hold	4,430	–	–	0.24%	15
2022 Q3	$352K	Buy	4,430 +1,666	+60%	+$147K	0.25%	12
2022 Q2	$232K	Hold	2,764	–	–	0.17%	10
2022 Q1	$279K	Hold	2,764	–	–	0.21%	9
2021 Q4	$296K	Hold	2,764	–	–	0.22%	8
2021 Q3	$272K	Hold	2,764	–	–	0.22%	8
2021 Q2	$273K	Hold	2,764	–	–	0.22%	9
2021 Q1	$253K	Buy	+2,764	New	+$248K	0.24%	6

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Schiavi & Co's ITOT Position: Q2 2026 in Review

Schiavi & Co increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.91% in Q2 2026, buying an estimated $3.81K and bringing the position to 2,666 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #36.

Schiavi & Co first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $598K in Q2 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Schiavi & Co held 2,666 shares of iShares Core S&P Total US Stock Market ETF worth $438K as of Q2 2026.
Schiavi & Co bought 24 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.81K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Schiavi & Co's portfolio in Q2 2026, its #36 holding.
Schiavi & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Schiavi & Co's iShares Core S&P Total US Stock Market ETF position peaked at $598K in Q2 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Schiavi & Co's 13F filing for Q2 2026, filed 10 Aug 2026.