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Sigma Investment Counselors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sigma Investment Counselors’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 		$4.8M Buy
29,213
+43
+0.1% +$6.83K 0.23% 66
2026
Q1 		$4.15M Sell
29,170
-8,322
-22% -$1.24M 0.22% 70
2025
Q4 		$5.57M Buy
37,492
+442
+1% +$65.2K 0.28% 61
2025
Q3 		$5.4M Buy
37,050
+467
+1% +$65.5K 0.28% 60
2025
Q2 		$4.94M Buy
36,583
+7,903
+28% +$986K 0.27% 62
2025
Q1 		$3.5M Sell
28,680
-2,760
-9% -$356K 0.21% 68
2024
Q4 		$4.04M Sell
31,440
-140
-0.4% -$18.1K 0.24% 65
2024
Q3 		$3.97M Buy
31,580
+919
+3% +$111K 0.23% 70
2024
Q2 		$3.64M Buy
30,661
+4,945
+19% +$568K 0.23% 73
2024
Q1 		$2.97M Buy
25,716
+1,619
+7% +$178K 0.19% 77
2023
Q4 		$2.54M Buy
24,097
+692
+3% +$67.8K 0.18% 79
2023
Q3 		$2.2M Buy
23,405
+835
+4% +$82.1K 0.17% 77
2023
Q2 		$2.21M Buy
22,570
+2,231
+11% +$206K 0.16% 80
2023
Q1 		$1.84M Buy
20,339
+975
+5% +$86.6K 0.14% 83
2022
Q4 		$1.64M Buy
19,364
+3,821
+25% +$326K 0.13% 84
2022
Q3 		$1.24M Buy
15,543
+6,107
+65% +$540K 0.11% 92
2022
Q2 		$791K Buy
9,436
+3,189
+51% +$291K 0.06% 102
2022
Q1 		$631K Buy
6,247
+647
+12% +$64.5K 0.05% 118
2021
Q4 		$599K Buy
5,600
+737
+15% +$77K 0.04% 122
2021
Q3 		$478K Buy
4,863
+2,554
+111% +$258K 0.04% 128
2021
Q2 		$228K Buy
2,309
+4
+0.2% +$385 0.02% 178
2021
Q1 		$211K Buy
+2,305
New +$207K 0.02% 179

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Sigma Investment Counselors's ITOT Position: Q2 2026 in Review

Sigma Investment Counselors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.15% in Q2 2026, buying an estimated $6.83K and bringing the position to 29,213 shares worth $4.8M. The position accounts for 0.23% of the portfolio, ranked #66.

Sigma Investment Counselors first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.57M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sigma Investment Counselors held 29,213 shares of iShares Core S&P Total US Stock Market ETF worth $4.8M as of Q2 2026.
  • Sigma Investment Counselors bought 43 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.83K.
  • iShares Core S&P Total US Stock Market ETF made up 0.23% of Sigma Investment Counselors's portfolio in Q2 2026, its #66 holding.
  • Sigma Investment Counselors 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.
  • Sigma Investment Counselors's iShares Core S&P Total US Stock Market ETF position peaked at $5.57M in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.