Sovran Advisors’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
$604K Hold
3,715
0.05% 343
2026
Q1
$584K Sell
3,715
-142
-4% -$21.1K 0.05% 329
2025
Q4
$585K Buy
3,857
+60
+2% +$8.86K 0.05% 314
2025
Q3
$563K Buy
3,797
+1,586
+72% +$222K 0.05% 312
2025
Q2
$300K Buy
2,211
+409
+23% +$51K 0.03% 401
2025
Q1
$207K Buy
+1,802
New +$232K 0.03% 446

Other funds holding ITOT

Sovran Advisors's ITOT Position: Q2 2026 in Review

Sovran Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,715 shares worth $604K. The position accounts for 0.05% of the portfolio, ranked #343.

Sovran Advisors first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sovran Advisors held 3,715 shares of iShares Core S&P Total US Stock Market ETF worth $604K as of Q2 2026.
  • Sovran Advisors 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 0.05% of Sovran Advisors's portfolio in Q2 2026, its #343 holding.
  • Sovran Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 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 Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.