SmartHarvest Portfolios’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.97M Hold
30,260
1.61% 9
2026
Q1
$4.31M Sell
30,260
-1,162
-4% -$173K 1.8% 10
2025
Q4
$4.67M Buy
+31,422
New +$4.64M 1.62% 10

Other funds holding ITOT

SmartHarvest Portfolios's ITOT Position: Q2 2026 in Review

SmartHarvest Portfolios held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 30,260 shares worth $4.97M. The position accounts for 1.61% of the portfolio, ranked #9.

SmartHarvest Portfolios first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • SmartHarvest Portfolios held 30,260 shares of iShares Core S&P Total US Stock Market ETF worth $4.97M as of Q2 2026.
  • SmartHarvest Portfolios left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 1.61% of SmartHarvest Portfolios's portfolio in Q2 2026, its #9 holding.
  • SmartHarvest Portfolios first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.