Semmax Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Semmax Financial Advisors’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
2025 Q2	$310K	Buy	2,227 +34	+2%	+$4.24K	0.08%	125
2025 Q1	$270K	Hold	2,193	–	–	0.07%	121
2024 Q4	$294K	Hold	2,193	–	–	0.08%	117
2024 Q3	$288K	Hold	2,193	–	–	0.08%	114
2024 Q2	$260K	Hold	2,193	–	–	0.08%	116
2024 Q1	$251K	Hold	2,193	–	–	0.08%	111
2023 Q4	$238K	Hold	2,193	–	–	0.09%	102
2023 Q3	$211K	Buy	+2,193	New	+$215K	0.08%	94
2022 Q4	$194K	Hold	2,193	–	–	0.08%	87
2022 Q3	$185K	Hold	2,193	–	–	0.08%	85
2022 Q2	$206K	Hold	2,193	–	–	0.08%	89
2022 Q1	$221K	Hold	2,193	–	–	0.09%	99
2021 Q4	$235K	Hold	2,193	–	–	0.09%	102
2021 Q3	$216K	Hold	2,193	–	–	0.07%	103
2021 Q2	$217K	Hold	2,193	–	–	0.07%	105
2021 Q1	$201K	Sell	2,193 -230	-9%	-$20.6K	0.07%	101
2020 Q4	$209K	Hold	2,423	–	–	0.09%	102
2020 Q3	$183K	Hold	2,423	–	–	0.09%	92
2020 Q2	$168K	Hold	2,423	–	–	0.09%	91
2020 Q1	$139K	Sell	2,423 -281	-10%	-$19.3K	0.09%	92
2019 Q4	$197K	Sell	2,704 -555	-17%	-$38.6K	0.11%	86
2019 Q3	$219K	Hold	3,259	–	–	0.13%	82
2019 Q2	$217K	Sell	3,259 -10,853	-77%	-$711K	0.14%	83
2019 Q1	$909K	Sell	14,112 -4,298	-23%	-$267K	0.63%	40
2018 Q4	$1.04M	Buy	+18,410	New	+$1.13M	0.82%	26

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Semmax Financial Advisors's ITOT Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2025, buying an estimated $4.24K and bringing the position to 2,227 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #125.

Semmax Financial Advisors first reported a position in ITOT in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.04M in Q4 2018. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

Semmax Financial Advisors held 2,227 shares of iShares Core S&P Total US Stock Market ETF worth $310K as of Q2 2025.
Semmax Financial Advisors bought 34 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $4.24K.
iShares Core S&P Total US Stock Market ETF made up 0.08% of Semmax Financial Advisors's portfolio in Q2 2025, its #125 holding.
Semmax Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.04M in Q4 2018.
1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.