Simplex Trading
ITOT icon

Simplex Trading’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Simplex Trading’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 		$115K Buy
+700
New +$111K ﹤0.01% 5376
2024
Q2 		– Sell
-63,940
Closed -$7.37M – 9286
2024
Q1 		$7.37M Buy
63,940
+34,961
+121% +$3.83M ﹤0.01% 1321
2023
Q4 		$3.05M Buy
+28,979
New +$2.84M ﹤0.01% 1992
2023
Q2 		– Sell
-173
Closed -$15K – 9437
2023
Q1 		$15K Sell
173
-3,927
-96% -$349K ﹤0.01% 7191
2022
Q4 		$347K Sell
4,100
-1,849
-31% -$158K ﹤0.01% 3570
2022
Q3 		$473K Buy
5,949
+3,360
+130% +$297K ﹤0.01% 3529
2022
Q2 		$216K Buy
+2,589
New +$236K ﹤0.01% 4506
2022
Q1 		– Sell
-218
Closed -$23K – 10883
2021
Q4 		$23K Buy
218
+198
+990% +$20.7K ﹤0.01% 8199
2021
Q3 		$1K Hold
20
– – ﹤0.01% 9647
2021
Q2 		$1K Buy
+20
New +$1.92K ﹤0.01% 9825
2020
Q4 		– Sell
-1,850
Closed -$139K – 8687
2020
Q3 		$139K Buy
+1,850
New +$138K ﹤0.01% 4551
2020
Q1 		– Sell
-1,836
Closed -$133K – 7894
2019
Q4 		$133K Buy
1,836
+1,091
+146% +$75.9K ﹤0.01% 4205
2019
Q3 		$49K Buy
+745
New +$49.9K ﹤0.01% 5029
2019
Q2 		– Sell
-7,056
Closed -$454K – 7429
2019
Q1 		$454K Buy
7,056
+2,738
+63% +$170K ﹤0.01% 2756
2018
Q4 		$245K Buy
+4,318
New +$265K ﹤0.01% 2928
2018
Q3 		– Sell
-11
Closed – – 7709
2018
Q2 		$0 Buy
+11
New +$683 ﹤0.01% 7612
2016
Q3 		– Sell
-19,420
Closed -$924K – 6108
2016
Q2 		$924K Buy
19,420
+18,670
+2,489% +$881K 0.06% 301
2016
Q1 		$35K Buy
+750
New +$33.1K ﹤0.01% 2277

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

Simplex Trading's ITOT Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 700 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #5376 among its holdings. This is a return to the name: Simplex Trading previously reported a position in ITOT as recently as Q1 2024.

Simplex Trading first reported a position in ITOT in Q1 2016 and has held it in 18 quarters since. The position peaked at $7.37M in Q1 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Simplex Trading held 700 shares of iShares Core S&P Total US Stock Market ETF worth $115K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Simplex Trading position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #5376 holding.
  • Simplex Trading first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2016 and has held it in 18 quarters since.
  • Simplex Trading's iShares Core S&P Total US Stock Market ETF position peaked at $7.37M in Q1 2024.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.