Smith Shellnut Wilson’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 | $15.9M | Buy |
96,560
+2,575
| +3% | +$409K | 5.92% | 2 |
|
|
2026
Q1 | $13.4M | Sell |
93,985
-8,685
| -8% | -$1.29M | 5.84% | 2 |
|
|
2025
Q4 | $15.3M | Buy |
102,670
+5,412
| +6% | +$799K | 5.85% | 3 |
|
|
2025
Q3 | $14.2M | Sell |
97,258
-662
| -0.7% | -$92.8K | 5.44% | 4 |
|
|
2025
Q2 | $13.2M | Buy |
97,920
+1
| +0% | +$125 | 5.73% | 5 |
|
|
2025
Q1 | $11.9M | Buy |
97,919
+12,938
| +15% | +$1.67M | 5.48% | 4 |
|
|
2024
Q4 | $10.9M | Sell |
84,981
-20,387
| -19% | -$2.64M | 4.84% | 4 |
|
|
2024
Q3 | $13.2M | Sell |
105,368
-517
| -0.5% | -$62.6K | 5.98% | 3 |
|
|
2024
Q2 | $12.6M | Sell |
105,885
-724
| -0.7% | -$83.1K | 6.11% | 3 |
|
|
2024
Q1 | $12.3M | Sell |
106,609
-131
| -0.1% | -$14.4K | 6.52% | 2 |
|
|
2023
Q4 | $11.2M | Sell |
106,740
-607
| -0.6% | -$59.5K | 6.44% | 2 |
|
|
2023
Q3 | $10.1M | Sell |
107,347
-716
| -0.7% | -$70.4K | 6.19% | 3 |
|
|
2023
Q2 | $10.6M | Sell |
108,063
-4,223
| -4% | -$390K | 5.96% | 3 |
|
|
2023
Q1 | $10.2M | Sell |
112,286
-3,667
| -3% | -$326K | 6.18% | 3 |
|
|
2022
Q4 | $9.83M | Sell |
115,953
-119
| -0.1% | -$10.2K | 6.07% | 3 |
|
|
2022
Q3 | $9.23M | Buy |
116,072
+11,616
| +11% | +$1.03M | 6.14% | 3 |
|
|
2022
Q2 | $8.75M | Buy |
104,456
+2,428
| +2% | +$221K | 5.42% | 3 |
|
|
2022
Q1 | $10.3M | Sell |
102,028
-6,916
| -6% | -$690K | 5.39% | 4 |
|
|
2021
Q4 | $11.7M | Buy |
108,944
+1,022
| +0.9% | +$107K | 5.77% | 4 |
|
|
2021
Q3 | $10.6M | Buy |
107,922
+19,207
| +22% | +$1.94M | 6.14% | 3 |
|
|
2021
Q2 | $8.76M | Sell |
88,715
-3,261
| -4% | -$314K | 5.1% | 4 |
|
|
2021
Q1 | $8.43M | Sell |
91,976
-670
| -0.7% | -$60.1K | 5.14% | 4 |
|
|
2020
Q4 | $7.99M | Buy |
92,646
+20,957
| +29% | +$1.7M | 4.76% | 3 |
|
|
2020
Q3 | $5.41M | Buy |
71,689
+1,264
| +2% | +$94.3K | 2.02% | 12 |
|
|
2020
Q2 | $4.89M | Buy |
70,425
+656
| +0.9% | +$42.9K | 3.5% | 9 |
|
|
2020
Q1 | $3.99M | Buy |
69,769
+12,724
| +22% | +$873K | 3.35% | 9 |
|
|
2019
Q4 | $4.15M | Buy |
57,045
+3,688
| +7% | +$257K | 2.76% | 9 |
|
|
2019
Q3 | $3.58M | Sell |
53,357
-2,807
| -5% | -$188K | 2.65% | 10 |
|
|
2019
Q2 | $3.74M | Buy |
56,164
+10,750
| +24% | +$704K | 2.81% | 9 |
|
|
2019
Q1 | $2.92M | Buy |
45,414
+32,299
| +246% | +$2M | 2.32% | 13 |
|
|
2018
Q4 | $744K | Buy |
13,115
+871
| +7% | +$53.5K | 0.8% | 27 |
|
|
2018
Q3 | $816K | Buy |
+12,244
| New | +$802K | 0.73% | 28 |
|
|
2018
Q1 | $624K | Buy |
10,314
+5,366
| +108% | +$335K | 0.54% | 36 |
|
|
2017
Q4 | $303K | Sell |
4,948
-299
| -6% | -$17.8K | 0.26% | 86 |
|
|
2017
Q3 | $302K | Buy |
+5,247
| New | +$296K | 0.27% | 80 |
|
Other funds holding ITOT
FPAS
Smith Shellnut Wilson's ITOT Position: Q2 2026 in Review
Smith Shellnut Wilson increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.7% in Q2 2026, buying an estimated $409K and bringing the position to 96,560 shares worth $15.9M. The position accounts for 5.92% of the portfolio, ranked #2.
Smith Shellnut Wilson first reported a position in ITOT in Q3 2017 and has held it in 35 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Smith Shellnut Wilson held 96,560 shares of iShares Core S&P Total US Stock Market ETF worth $15.9M as of Q2 2026.
- Smith Shellnut Wilson bought 2,575 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $409K.
- iShares Core S&P Total US Stock Market ETF made up 5.92% of Smith Shellnut Wilson's portfolio in Q2 2026, its #2 holding.
- Smith Shellnut Wilson first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 35 quarters since.
- 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 Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.