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

Segment Wealth 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	$4.47M	Buy	27,237 +9	+0%	+$1.43K	0.23%	83
2026 Q1	$3.88M	Buy	27,228 +492	+2%	+$73.2K	0.23%	82
2025 Q4	$3.98M	Buy	26,736 +71	+0.3%	+$10.5K	0.23%	82
2025 Q3	$3.88M	Buy	26,665 +1	+0%	+$140	0.23%	81
2025 Q2	$3.6M	Buy	+26,664	New	+$3.33M	0.23%	80

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Segment Wealth Management's ITOT Position: Q2 2026 in Review

Segment Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.03% in Q2 2026, buying an estimated $1.43K and bringing the position to 27,237 shares worth $4.47M. The position accounts for 0.23% of the portfolio, ranked #83.

Segment Wealth Management first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Segment Wealth Management held 27,237 shares of iShares Core S&P Total US Stock Market ETF worth $4.47M as of Q2 2026.
Segment Wealth Management bought 9 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.43K.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Segment Wealth Management's portfolio in Q2 2026, its #83 holding.
Segment Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
455 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.