Signature Estate & Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Signature Estate & Investment 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
2026 Q2	$12.2M	Sell	74,523 -891	-1%	-$141K	0.22%	58
2026 Q1	$10.7M	Buy	75,414 +2,049	+3%	+$305K	0.22%	60
2025 Q4	$10.9M	Sell	73,365 -489	-0.7%	-$72.2K	0.22%	54
2025 Q3	$10.8M	Buy	73,854 +13	+0%	+$1.82K	0.23%	53
2025 Q2	$9.97M	Sell	73,841 -306	-0.4%	-$38.2K	0.23%	52
2025 Q1	$9.05M	Buy	74,147 +356	+0.5%	+$45.9K	0.24%	55
2024 Q4	$9.49M	Sell	73,791 -802	-1%	-$104K	0.24%	53
2024 Q3	$9.37M	Buy	74,593 +235	+0.3%	+$28.5K	0.22%	52
2024 Q2	$8.83M	Buy	+74,358	New	+$8.53M	0.22%	52
2018 Q4	–	Sell	-2,070	Closed	-$138K	–	186
2018 Q3	$138K	Buy	+2,070	New	+$136K	0.01%	132

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Signature Estate & Investment Advisors's ITOT Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, selling an estimated $141K and leaving 74,523 shares worth $12.2M. The position accounts for 0.22% of the portfolio, ranked #58.

Signature Estate & Investment Advisors first reported a position in ITOT in Q3 2018 and has held it in 10 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Signature Estate & Investment Advisors held 74,523 shares of iShares Core S&P Total US Stock Market ETF worth $12.2M as of Q2 2026.
Signature Estate & Investment Advisors sold 891 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $141K.
iShares Core S&P Total US Stock Market ETF made up 0.22% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #58 holding.
Signature Estate & Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 10 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.