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

Simon Quick 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	$72.1M	Sell	438,896 -815	-0.2%	-$129K	2.91%	10
2026 Q1	$62.6M	Sell	439,711 -4,138	-0.9%	-$615K	2.87%	11
2025 Q4	$66M	Sell	443,849 -21,836	-5%	-$3.22M	2.88%	9
2025 Q3	$67.8M	Buy	465,685 +1,831	+0.4%	+$257K	3.07%	10
2025 Q2	$62.6M	Sell	463,854 -22,844	-5%	-$2.85M	3.17%	9
2025 Q1	$59.4M	Sell	486,698 -60,594	-11%	-$7.81M	3.38%	10
2024 Q4	$70.4M	Sell	547,292 -16,681	-3%	-$2.16M	4.22%	8
2024 Q3	$70.8M	Sell	563,973 -3,034	-0.5%	-$367K	4.48%	6
2024 Q2	$67.3M	Buy	567,007 +12,077	+2%	+$1.39M	4.76%	6
2024 Q1	$64M	Sell	554,930 -652	-0.1%	-$71.5K	4.79%	6
2023 Q4	$58.5M	Sell	555,582 -1,677	-0.3%	-$164K	5.17%	5
2023 Q3	$52.5M	Buy	557,259 +4,202	+0.8%	+$413K	4.95%	5
2023 Q2	$54.1M	Buy	553,057 +79,517	+17%	+$7.35M	5%	5
2023 Q1	$42.9M	Buy	473,540 +27,858	+6%	+$2.47M	4.65%	6
2022 Q4	$37.8M	Buy	445,682 +1,336	+0.3%	+$114K	4.48%	6
2022 Q3	$35.3M	Buy	444,346 +109	+0%	+$9.64K	5%	5
2022 Q2	$40.9M	Buy	+444,237	New	+$40.5M	5.36%	4

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

Simon Quick Advisors's ITOT Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.19% in Q2 2026, selling an estimated $129K and leaving 438,896 shares worth $72.1M. The position accounts for 2.91% of the portfolio, ranked #10.

Simon Quick Advisors first reported a position in ITOT in Q2 2022 and has held it in 17 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Simon Quick Advisors held 438,896 shares of iShares Core S&P Total US Stock Market ETF worth $72.1M as of Q2 2026.
Simon Quick Advisors sold 815 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $129K.
iShares Core S&P Total US Stock Market ETF made up 2.91% of Simon Quick Advisors's portfolio in Q2 2026, its #10 holding.
Simon Quick Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2022 and has held it in 17 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 Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.