Sincerus Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sincerus Advisory’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	$444K	Buy	2,701 +2	+0.1%	+$317	0.3%	55
2026 Q1	$384K	Buy	2,699 +1	+0%	+$149	0.29%	56
2025 Q4	$401K	Buy	2,698 +2	+0.1%	+$295	0.32%	50
2025 Q3	$393K	Buy	2,696 +2	+0.1%	+$280	0.34%	49
2025 Q2	$375K	Buy	2,694 +2	+0.1%	+$250	0.35%	48
2025 Q1	$329K	Buy	2,692 +1	+0%	+$129	0.35%	48
2024 Q4	$346K	Buy	+2,691	New	+$348K	0.37%	47

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Sincerus Advisory's ITOT Position: Q2 2026 in Review

Sincerus Advisory increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $317 and bringing the position to 2,701 shares worth $444K. The position accounts for 0.3% of the portfolio, ranked #55.

Sincerus Advisory first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sincerus Advisory held 2,701 shares of iShares Core S&P Total US Stock Market ETF worth $444K as of Q2 2026.
Sincerus Advisory bought 2 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $317.
iShares Core S&P Total US Stock Market ETF made up 0.3% of Sincerus Advisory's portfolio in Q2 2026, its #55 holding.
Sincerus Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
511 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.