Single Point Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Single Point Partners’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	$15.1M	Buy	2,234,223 +1,610	+0.1%	+$256K	2.66%	9
2026 Q1	$13.2M	Buy	2,232,613 +2,156,557	+2,835%	+$321M	2.62%	10
2025 Q4	$11.3M	Sell	76,056 -416	-0.5%	-$61.4K	2.24%	10
2025 Q3	$11.1M	Sell	76,472 -603	-0.8%	-$84.6K	2.26%	10
2025 Q2	$10.4M	Sell	77,075 -5,397	-7%	-$673K	2.28%	10
2025 Q1	$10.1M	Sell	82,472 -1,587	-2%	-$205K	2.36%	10
2024 Q4	$10.8M	Buy	+84,059	New	+$10.9M	2.49%	10
2024 Q2	–	Sell	-89,299	Closed	-$10.3M	–	49
2024 Q1	$10.3M	Sell	89,299 -1,598	-2%	-$175K	2.39%	11
2023 Q4	$9.56M	Buy	90,897 +3,367	+4%	+$330K	2.38%	10
2023 Q3	$8.28M	Buy	+87,530	New	+$8.6M	2.17%	11
2023 Q2	–	Sell	-100,657	Closed	-$9.12M	–	104
2023 Q1	$9.12M	Buy	100,657 +3,660	+4%	+$325K	1.99%	12
2022 Q4	$8.22M	Sell	96,997 -4,508	-4%	-$385K	1.98%	12
2022 Q3	$8.07M	Buy	101,505 +2,993	+3%	+$265K	2.22%	9
2022 Q2	$8.25M	Buy	98,512 +19,677	+25%	+$1.79M	2.25%	11
2022 Q1	$7.96M	Buy	78,835 +25,439	+48%	+$2.54M	2.03%	10
2021 Q4	$5.71M	Buy	+53,396	New	+$5.58M	1.53%	13
2021 Q3	–	Sell	-47,541	Closed	-$4.7M	–	53
2021 Q2	$4.7M	Buy	47,541 +4,047	+9%	+$389K	1.62%	14
2021 Q1	$4.04M	Buy	43,494 +3,952	+10%	+$354K	1.48%	15
2020 Q4	$3.41M	Buy	39,542 +5,286	+15%	+$428K	1.54%	17
2020 Q3	$2.59M	Buy	34,256 +786	+2%	+$58.7K	1.38%	19
2020 Q2	$2.32M	Buy	33,470 +6,201	+23%	+$405K	1.35%	19
2020 Q1	$1.56M	Buy	27,269 +17,509	+179%	+$1.2M	1.08%	19
2019 Q4	$709K	Buy	+9,760	New	+$679K	0.43%	26

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

Single Point Partners's ITOT Position: Q2 2026 in Review

Single Point Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $256K and bringing the position to 2,234,223 shares worth $15.1M. The position accounts for 2.66% of the portfolio, ranked #9.

Single Point Partners first reported a position in ITOT in Q4 2019 and has held it in 23 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Single Point Partners held 2,234,223 shares of iShares Core S&P Total US Stock Market ETF worth $15.1M as of Q2 2026.
Single Point Partners bought 1,610 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $256K.
iShares Core S&P Total US Stock Market ETF made up 2.66% of Single Point Partners's portfolio in Q2 2026, its #9 holding.
Single Point Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.