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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.21M Hold
31,463
4.57% 2
2026
Q1
$4.48M Hold
31,463
4.42% 2
2025
Q4
$4.68M Buy
+31,463
New +$4.64M 4.49% 2

Other funds holding ITOT

Shepherd Street Advisors's ITOT Position: Q2 2026 in Review

Shepherd Street Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 31,463 shares worth $5.21M. The position accounts for 4.57% of the portfolio, ranked #2.

Shepherd Street Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Shepherd Street Advisors held 31,463 shares of iShares Core S&P Total US Stock Market ETF worth $5.21M as of Q2 2026.
  • Shepherd Street Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 4.57% of Shepherd Street Advisors's portfolio in Q2 2026, its #2 holding.
  • Shepherd Street Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.