Smith, Moore & Co’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Smith, Moore & Co’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	$203K	Buy	+1,238	New	+$196K	0.01%	562
2019 Q1	–	Sell	-9,042	Closed	-$513K	–	337
2018 Q4	$513K	Sell	9,042 -45,725	-83%	-$2.81M	0.14%	149
2018 Q3	$3.65M	Hold	54,767	–	–	0.83%	24
2018 Q2	$3.42M	Sell	54,767 -500	-0.9%	-$31.1K	0.86%	23
2018 Q1	$3.34M	Sell	55,267 -1,432	-3%	-$89.4K	0.9%	23
2017 Q4	$3.47M	Sell	56,699 -350	-0.6%	-$20.9K	0.93%	24
2017 Q3	$3.29M	Buy	57,049 +7,818	+16%	+$441K	0.94%	23
2017 Q2	$2.73M	Buy	49,231 +20,825	+73%	+$1.14M	0.91%	23
2017 Q1	$1.53M	Buy	+28,406	New	+$1.51M	0.55%	40

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

Smith, Moore & Co's ITOT Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,238 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in ITOT as recently as Q4 2018.

Smith, Moore & Co first reported a position in ITOT in Q1 2017 and has held it in 9 quarters since. The position peaked at $3.65M in Q3 2018. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Smith, Moore & Co held 1,238 shares of iShares Core S&P Total US Stock Market ETF worth $203K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Smith, Moore & Co position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #562 holding.
Smith, Moore & Co first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and has held it in 9 quarters since.
Smith, Moore & Co's iShares Core S&P Total US Stock Market ETF position peaked at $3.65M in Q3 2018.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.