Silver Oak Securities’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Silver Oak Securities’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	$1.65M	Buy	10,032 +293	+3%	+$46.5K	0.1%	200
2026 Q1	$1.39M	Buy	9,739 +9	+0.1%	+$1.34K	0.1%	204
2025 Q4	$1.46M	Buy	9,730 +619	+7%	+$91.4K	0.1%	202
2025 Q3	$1.33M	Sell	9,111 -18	-0.2%	-$2.52K	0.1%	210
2025 Q2	$1.23M	Buy	9,129 +2	+0%	+$250	0.1%	213
2025 Q1	$1.11M	Sell	9,127 -286	-3%	-$36.9K	0.1%	214
2024 Q4	$1.21M	Buy	9,413 +171	+2%	+$22.1K	0.11%	193
2024 Q3	$1.16M	Buy	9,242 +564	+6%	+$68.3K	0.12%	180
2024 Q2	$1.03M	Buy	8,678 +521	+6%	+$59.8K	0.15%	133
2024 Q1	$941K	Buy	8,157 +334	+4%	+$36.6K	0.14%	154
2023 Q4	$823K	Buy	7,823 +468	+6%	+$45.9K	0.11%	200
2023 Q3	$693K	Sell	7,355 -436	-6%	-$42.8K	0.15%	131
2023 Q2	$762K	Sell	7,791 -1,467	-16%	-$136K	0.12%	174
2023 Q1	$838K	Buy	9,258 +1,646	+22%	+$146K	0.14%	133
2022 Q4	$646K	Buy	7,612 +257	+3%	+$21.9K	0.12%	130
2022 Q3	$693K	Buy	+7,355	New	+$650K	0.15%	131

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

Silver Oak Securities's ITOT Position: Q2 2026 in Review

Silver Oak Securities increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3% in Q2 2026, buying an estimated $46.5K and bringing the position to 10,032 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #200.

Silver Oak Securities first reported a position in ITOT in Q3 2022 and has held it in 16 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Silver Oak Securities held 10,032 shares of iShares Core S&P Total US Stock Market ETF worth $1.65M as of Q2 2026.
Silver Oak Securities bought 293 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $46.5K.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #200 holding.
Silver Oak Securities first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 16 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.