Sound Income Strategies’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sound Income Strategies’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	$276K	Sell	1,678 -48	-3%	-$7.62K	0.01%	393
2026 Q1	$248K	Buy	1,726 +48	+3%	+$7.14K	0.01%	362
2025 Q4	$254K	Buy	1,678 +984	+142%	+$145K	0.01%	362
2025 Q3	$102K	Sell	694 -986	-59%	-$138K	0.01%	401
2025 Q2	$227K	Sell	1,680 -750	-31%	-$93.6K	0.01%	261
2025 Q1	$297K	Buy	2,430 +976	+67%	+$126K	0.02%	230
2024 Q4	$187K	Sell	1,454 -59	-4%	-$7.64K	0.01%	263
2024 Q3	$190K	Buy	1,513 +806	+114%	+$97.6K	0.01%	257
2024 Q2	$84K	Sell	707 -83	-11%	-$9.53K	0.01%	359
2024 Q1	$91.1K	Buy	790 +26	+3%	+$2.85K	0.01%	326
2023 Q4	$80.4K	Buy	764 +347	+83%	+$34K	0.01%	324
2023 Q3	$39.3K	Hold	417	–	–	﹤0.01%	328
2023 Q2	$40.8K	Sell	417 -14	-3%	-$1.29K	﹤0.01%	317
2023 Q1	$39K	Sell	431 -2	-0.5%	-$178	﹤0.01%	310
2022 Q4	$36.7K	Hold	433	–	–	﹤0.01%	295
2022 Q3	$34K	Hold	433	–	–	﹤0.01%	278
2022 Q2	$36K	Sell	433 -122	-22%	-$11.1K	﹤0.01%	265
2022 Q1	$56K	Buy	555 +122	+28%	+$12.2K	0.01%	220
2021 Q4	$46K	Buy	433 +20	+5%	+$2.09K	0.01%	237
2021 Q3	$41K	Hold	413	–	–	0.01%	249
2021 Q2	$41K	Sell	413 -2,209	-84%	-$212K	0.01%	245
2021 Q1	$240K	Buy	2,622 +1,424	+119%	+$128K	0.04%	120
2020 Q4	$103K	Buy	1,198 +2	+0.2%	+$162	0.02%	150
2020 Q3	$90K	Buy	1,196 +4	+0.3%	+$298	0.02%	133
2020 Q2	$83K	Buy	1,192 +3	+0.3%	+$196	0.02%	116
2020 Q1	$68K	Buy	1,189 +4	+0.3%	+$274	0.02%	105
2019 Q4	$86K	Buy	1,185 +3	+0.3%	+$209	0.02%	90
2019 Q3	$79K	Sell	1,182 -165	-12%	-$11.1K	0.02%	92
2019 Q2	$90K	Buy	1,347 +199	+17%	+$13K	0.03%	87
2019 Q1	$74K	Sell	1,148 -1,131	-50%	-$70.1K	0.03%	103
2018 Q4	$129K	Sell	2,279 -259	-10%	-$15.9K	0.07%	74
2018 Q3	$169K	Sell	2,538 -472	-16%	-$30.9K	0.08%	65
2018 Q2	$188K	Sell	3,010 -558	-16%	-$34.7K	0.11%	54
2018 Q1	$216K	Buy	+3,568	New	+$223K	0.14%	47

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Sound Income Strategies's ITOT Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.8% in Q2 2026, selling an estimated $7.62K and leaving 1,678 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #393.

Sound Income Strategies first reported a position in ITOT in Q1 2018 and has held it in 34 quarters since. The position peaked at $297K in Q1 2025. 1,393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sound Income Strategies held 1,678 shares of iShares Core S&P Total US Stock Market ETF worth $276K as of Q2 2026.
Sound Income Strategies sold 48 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.62K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #393 holding.
Sound Income Strategies first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
Sound Income Strategies's iShares Core S&P Total US Stock Market ETF position peaked at $297K in Q1 2025.
1,393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.