SCS Capital Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

SCS Capital Management’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	$3.88M	Sell	23,595 -1	-0%	-$159	0.04%	168
2026 Q1	$3.36M	Hold	23,596	–	–	0.04%	171
2025 Q4	$3.51M	Buy	23,596 +242	+1%	+$35.7K	0.04%	170
2025 Q3	$3.4M	Sell	23,354 -5	-0%	-$701	0.04%	176
2025 Q2	$3.15M	Sell	23,359 -269	-1%	-$33.6K	0.04%	184
2025 Q1	$2.88M	Sell	23,628 -25,802	-52%	-$3.33M	0.04%	165
2024 Q4	$6.36M	Buy	49,430 +1	+0%	+$129	0.13%	49
2024 Q3	$6.21M	Hold	49,429	–	–	0.13%	47
2024 Q2	$5.87M	Sell	49,429 -5,254	-10%	-$603K	0.12%	47
2024 Q1	$6.3M	Sell	54,683 -34,745	-39%	-$3.81M	0.13%	43
2023 Q4	$9.41M	Buy	89,428 +45,477	+103%	+$4.46M	0.22%	41
2023 Q3	$4.16M	Sell	43,951 -24,655	-36%	-$2.42M	0.11%	44
2023 Q2	$6.71M	Buy	68,606 +21,405	+45%	+$1.98M	0.17%	40
2023 Q1	$4.27M	Sell	47,201 -13,882	-23%	-$1.23M	0.13%	41
2022 Q4	$5.18M	Sell	61,083 -1,895	-3%	-$162K	0.15%	42
2022 Q3	$5.01M	Sell	62,978 -614,912	-91%	-$54.4M	0.15%	41
2022 Q2	$56.8M	Buy	+677,890	New	+$61.8M	1.57%	14

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

SCS Capital Management's ITOT Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0% in Q2 2026, selling an estimated $159 and leaving 23,595 shares worth $3.88M. The position accounts for 0.04% of the portfolio, ranked #168.

SCS Capital Management first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $56.8M in Q2 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

SCS Capital Management held 23,595 shares of iShares Core S&P Total US Stock Market ETF worth $3.88M as of Q2 2026.
SCS Capital Management sold 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.04% of SCS Capital Management's portfolio in Q2 2026, its #168 holding.
SCS Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 quarters since.
SCS Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $56.8M in Q2 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.