Sigma Planning Corp’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 | $7.71M | Buy |
46,912
+538
| +1% | +$85.4K | 0.19% | 104 |
|
|
2026
Q1 | $6.61M | Sell |
46,374
-853
| -2% | -$127K | 0.18% | 110 |
|
|
2025
Q4 | $7.03M | Sell |
47,227
-796
| -2% | -$117K | 0.19% | 97 |
|
|
2025
Q3 | $6.99M | Buy |
48,023
+149
| +0.3% | +$20.9K | 0.2% | 97 |
|
|
2025
Q2 | $6.46M | Sell |
47,874
-10,396
| -18% | -$1.3M | 0.19% | 94 |
|
|
2025
Q1 | $7.11M | Sell |
58,270
-2,919
| -5% | -$376K | 0.23% | 84 |
|
|
2024
Q4 | $7.87M | Sell |
61,189
-3,265
| -5% | -$423K | 0.25% | 72 |
|
|
2024
Q3 | $8.1M | Sell |
64,454
-4,317
| -6% | -$523K | 0.25% | 74 |
|
|
2024
Q2 | $8.17M | Sell |
68,771
-2,984
| -4% | -$342K | 0.26% | 72 |
|
|
2024
Q1 | $8.27M | Buy |
71,755
+24,815
| +53% | +$2.72M | 0.26% | 69 |
|
|
2023
Q4 | $4.94M | Sell |
46,940
-86,840
| -65% | -$8.51M | 0.39% | 46 |
|
|
2023
Q3 | $12.6M | Sell |
133,780
-20,641
| -13% | -$2.03M | 0.47% | 34 |
|
|
2023
Q2 | $15.1M | Sell |
154,421
-12,834
| -8% | -$1.19M | 0.54% | 28 |
|
|
2023
Q1 | $15.1M | Sell |
167,255
-8,692
| -5% | -$772K | 0.5% | 29 |
|
|
2022
Q4 | $14.9M | Sell |
175,947
-2,541
| -1% | -$217K | 0.53% | 28 |
|
|
2022
Q3 | $14.2M | Sell |
178,488
-2,171
| -1% | -$192K | 0.54% | 28 |
|
|
2022
Q2 | $15.1M | Sell |
180,659
-25,342
| -12% | -$2.31M | 0.53% | 29 |
|
|
2022
Q1 | $20.8M | Sell |
206,001
-2,270
| -1% | -$226K | 0.62% | 24 |
|
|
2021
Q4 | $22.3M | Sell |
208,271
-11,873
| -5% | -$1.24M | 0.62% | 23 |
|
|
2021
Q3 | $21.7M | Sell |
220,144
-10,809
| -5% | -$1.09M | 0.65% | 18 |
|
|
2021
Q2 | $22.8M | Buy |
230,953
+17,110
| +8% | +$1.65M | 0.68% | 17 |
|
|
2021
Q1 | $19.6M | Sell |
213,843
-11,410
| -5% | -$1.02M | 0.63% | 20 |
|
|
2020
Q4 | $19.4M | Sell |
225,253
-4,407
| -2% | -$357K | 0.66% | 19 |
|
|
2020
Q3 | $17.3M | Buy |
229,660
+30,625
| +15% | +$2.29M | 0.69% | 16 |
|
|
2020
Q2 | $13.8M | Sell |
199,035
-21,829
| -10% | -$1.43M | 0.61% | 24 |
|
|
2020
Q1 | $12.6M | Sell |
220,864
-106,663
| -33% | -$7.32M | 0.75% | 19 |
|
|
2019
Q4 | $23.8M | Sell |
327,527
-1,880
| -0.6% | -$131K | 1% | 17 |
|
|
2019
Q3 | $22.1M | Buy |
329,407
+21,842
| +7% | +$1.46M | 1.06% | 13 |
|
|
2019
Q2 | $20.5M | Buy |
307,565
+7,692
| +3% | +$504K | 1.06% | 13 |
|
|
2019
Q1 | $19.3M | Buy |
299,873
+26,859
| +10% | +$1.67M | 1.1% | 11 |
|
|
2018
Q4 | $15.5M | Sell |
273,014
-10,470
| -4% | -$643K | 1.13% | 8 |
|
|
2018
Q3 | $18.9M | Sell |
283,484
-13,470
| -5% | -$883K | 1.11% | 8 |
|
|
2018
Q2 | $18.6M | Buy |
296,954
+7,906
| +3% | +$491K | 1.24% | 6 |
|
|
2018
Q1 | $17.5M | Buy |
289,048
+46,775
| +19% | +$2.92M | 1.28% | 6 |
|
|
2017
Q4 | $14.8M | Buy |
242,273
+32,565
| +16% | +$1.94M | 1.14% | 8 |
|
|
2017
Q3 | $12.1M | Buy |
209,708
+46,458
| +28% | +$2.62M | 1% | 10 |
|
|
2017
Q2 | $9.05M | Sell |
163,250
-143,487
| -47% | -$7.88M | 0.85% | 13 |
|
|
2017
Q1 | $16.6M | Buy |
306,737
+165,139
| +117% | +$8.81M | 1.6% | 4 |
|
|
2016
Q4 | $7.26M | Buy |
141,598
+55,753
| +65% | +$2.79M | 0.79% | 23 |
|
|
2016
Q3 | $4.25M | Sell |
85,845
-133,969
| -61% | -$6.61M | 0.5% | 40 |
|
|
2016
Q2 | $10.5M | Buy |
219,814
+22,462
| +11% | +$1.06M | 1.36% | 5 |
|
|
2016
Q1 | $9.21M | Buy |
197,352
+126,246
| +178% | +$5.57M | 1.26% | 6 |
|
|
2015
Q4 | $3.3M | Buy |
71,106
+13,150
| +23% | +$616K | 0.46% | 42 |
|
|
2015
Q3 | $2.54M | Sell |
57,956
-14,888
| -20% | -$691K | 0.4% | 51 |
|
|
2015
Q2 | $3.44M | Sell |
72,844
-9,788
| -12% | -$471K | 0.47% | 42 |
|
|
2015
Q1 | $3.91M | Sell |
82,632
-211,238
| -72% | -$9.97M | 0.52% | 33 |
|
|
2014
Q4 | $13.8M | Buy |
+293,870
| New | +$13.5M | 1.82% | 3 |
|
Other funds holding ITOT
FPAS
Sigma Planning Corp's ITOT Position: Q2 2026 in Review
Sigma Planning Corp increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $85.4K and bringing the position to 46,912 shares worth $7.71M. The position accounts for 0.19% of the portfolio, ranked #104.
Sigma Planning Corp first reported a position in ITOT in Q4 2014 and has held it in 47 quarters since. The position peaked at $23.8M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Sigma Planning Corp held 46,912 shares of iShares Core S&P Total US Stock Market ETF worth $7.71M as of Q2 2026.
- Sigma Planning Corp bought 538 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $85.4K.
- iShares Core S&P Total US Stock Market ETF made up 0.19% of Sigma Planning Corp's portfolio in Q2 2026, its #104 holding.
- Sigma Planning Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's iShares Core S&P Total US Stock Market ETF position peaked at $23.8M in Q4 2019.
- 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 Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.