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Soltis Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Soltis Investment Advisors’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 		$6.07M Sell
36,941
-31
-0.1% -$4.92K 0.34% 78
2026
Q1 		$5.27M Sell
36,972
-132
-0.4% -$19.6K 0.33% 80
2025
Q4 		$5.52M Sell
37,104
-1,580
-4% -$233K 0.36% 70
2025
Q3 		$5.63M Buy
38,684
+69
+0.2% +$9.68K 0.39% 65
2025
Q2 		$5.21M Buy
38,615
+1,519
+4% +$190K 0.41% 63
2025
Q1 		$4.53M Buy
37,096
+2,014
+6% +$260K 0.4% 70
2024
Q4 		$4.51M Buy
35,082
+33
+0.1% +$4.27K 0.42% 67
2024
Q3 		$4.4M Buy
35,049
+2,466
+8% +$299K 0.43% 68
2024
Q2 		$3.87M Sell
32,583
-970
-3% -$111K 0.41% 75
2024
Q1 		$3.87M Sell
33,553
-5,314
-14% -$583K 0.43% 76
2023
Q4 		$4.09M Sell
38,867
-140
-0.4% -$13.7K 0.46% 70
2023
Q3 		$3.67M Buy
39,007
+56
+0.1% +$5.5K 0.47% 64
2023
Q2 		$3.81M Sell
38,951
-207
-0.5% -$19.1K 0.44% 66
2023
Q1 		$3.55M Buy
39,158
+211
+0.5% +$18.7K 0.45% 62
2022
Q4 		$3.3M Sell
38,947
-1,000
-3% -$85.3K 0.43% 69
2022
Q3 		$3.18M Buy
39,947
+1,000
+3% +$88.4K 0.48% 61
2022
Q2 		$3.26M Sell
38,947
-300
-0.8% -$27.3K 0.47% 57
2022
Q1 		$3.96M Buy
39,247
+300
+0.8% +$29.9K 0.55% 38
2021
Q4 		$4.17M Hold
38,947
– – 0.59% 34
2021
Q3 		$3.83M Hold
38,947
– – 0.59% 35
2021
Q2 		$3.85M Sell
38,947
-1,511
-4% -$145K 0.61% 33
2021
Q1 		$3.71M Buy
40,458
+1,400
+4% +$126K 0.68% 33
2020
Q4 		$3.37M Sell
39,058
-300
-0.8% -$24.3K 0.62% 34
2020
Q3 		$2.97M Buy
39,358
+300
+0.8% +$22.4K 0.7% 30
2020
Q2 		$2.71M Sell
39,058
-12,510
-24% -$818K 0.7% 34
2020
Q1 		$2.95M Sell
51,568
-1,211
-2% -$83.1K 0.92% 27
2019
Q4 		$3.84M Buy
+52,779
New +$3.67M 0.74% 31

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Soltis Investment Advisors's ITOT Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.08% in Q2 2026, selling an estimated $4.92K and leaving 36,941 shares worth $6.07M. The position accounts for 0.34% of the portfolio, ranked #78.

Soltis Investment Advisors first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Soltis Investment Advisors held 36,941 shares of iShares Core S&P Total US Stock Market ETF worth $6.07M as of Q2 2026.
  • Soltis Investment Advisors sold 31 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $4.92K.
  • iShares Core S&P Total US Stock Market ETF made up 0.34% of Soltis Investment Advisors's portfolio in Q2 2026, its #78 holding.
  • Soltis Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.