Sowell Financial Services’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 | $303K | Buy |
1,844
+87
| +5% | +$13.8K | 0.01% | 868 |
|
|
2026
Q1 | $250K | Sell |
1,757
-301
| -15% | -$44.8K | 0.01% | 912 |
|
|
2025
Q4 | $306K | Sell |
2,058
-142
| -6% | -$21K | 0.01% | 825 |
|
|
2025
Q3 | $320K | Buy |
2,200
+10
| +0.5% | +$1.4K | 0.01% | 787 |
|
|
2025
Q2 | $296K | Sell |
2,190
-5,336
| -71% | -$666K | 0.01% | 793 |
|
|
2025
Q1 | $918K | Buy |
+7,526
| New | +$970K | 0.04% | 409 |
|
|
2024
Q4 | – | Sell |
-134,184
| Closed | -$16.9M | – | 557 |
|
|
2024
Q3 | $16.9M | Buy |
134,184
+5,953
| +5% | +$721K | 0.78% | 18 |
|
|
2024
Q2 | $15.2M | Sell |
128,231
-4,190
| -3% | -$481K | 0.73% | 25 |
|
|
2024
Q1 | $15.3M | Buy |
132,421
+121,589
| +1,122% | +$13.3M | 0.72% | 22 |
|
|
2023
Q4 | $1.14M | Buy |
+10,832
| New | +$1.06M | 0.06% | 301 |
|
|
2023
Q3 | – | Sell |
-10,724
| Closed | -$1.05M | – | 558 |
|
|
2023
Q2 | $1.05M | Buy |
10,724
+3,498
| +48% | +$323K | 0.06% | 347 |
|
|
2023
Q1 | $654K | Sell |
7,226
-13,353
| -65% | -$1.19M | 0.05% | 387 |
|
|
2022
Q4 | $1.75M | Buy |
20,579
+2,015
| +11% | +$172K | 0.11% | 212 |
|
|
2022
Q3 | $1.48M | Sell |
18,564
-1,583,721
| -99% | -$140M | 0.15% | 177 |
|
|
2022
Q2 | $138M | Buy |
+1,602,285
| New | +$146M | 12.79% | 1 |
|
|
2022
Q1 | – | Sell |
-12,143
| Closed | -$1.3M | – | 339 |
|
|
2021
Q4 | $1.3M | Buy |
+12,143
| New | +$1.27M | 0.07% | 279 |
|
|
2021
Q3 | – | Sell |
-10,480
| Closed | -$1.03M | – | 521 |
|
|
2021
Q2 | $1.03M | Sell |
10,480
-4,316
| -29% | -$415K | 0.07% | 299 |
|
|
2021
Q1 | $1.42M | Buy |
14,796
+1,485
| +11% | +$133K | 0.05% | 318 |
|
|
2020
Q4 | $1.15M | Sell |
13,311
-12,430
| -48% | -$1.01M | 0.05% | 297 |
|
|
2020
Q3 | $1.94M | Sell |
25,741
-17,522
| -41% | -$1.31M | 0.1% | 185 |
|
|
2020
Q2 | $3M | Sell |
43,263
-26,537
| -38% | -$1.73M | 0.17% | 123 |
|
|
2020
Q1 | $3.99M | Sell |
69,800
-7,382
| -10% | -$507K | 0.3% | 87 |
|
|
2019
Q4 | $5.61M | Sell |
77,182
-57,313
| -43% | -$3.99M | 0.43% | 45 |
|
|
2019
Q3 | $9.02M | Buy |
+134,495
| New | +$9.01M | 0.75% | 24 |
|
|
2019
Q1 | $981K | Buy |
15,229
+8,939
| +142% | +$554K | 0.11% | 201 |
|
|
2018
Q4 | $357K | Buy |
+6,290
| New | +$386K | 0.05% | 345 |
|
|
2018
Q3 | – | Sell |
-4,814
| Closed | -$312K | – | 411 |
|
|
2018
Q2 | $312K | Sell |
4,814
-1,679
| -26% | -$104K | 0.07% | 219 |
|
|
2018
Q1 | $393K | Sell |
6,493
-98
| -1% | -$6.12K | 0.1% | 179 |
|
|
2017
Q4 | $420K | Sell |
6,591
-2,083
| -24% | -$124K | 0.1% | 174 |
|
|
2017
Q3 | $512K | Sell |
8,674
-1,830
| -17% | -$103K | 0.13% | 145 |
|
|
2017
Q2 | $594K | Sell |
10,504
-1,410
| -12% | -$77.4K | 0.17% | 118 |
|
|
2017
Q1 | $655K | Sell |
11,914
-23,278
| -66% | -$1.24M | 0.19% | 119 |
|
|
2016
Q4 | $1.9M | Buy |
+35,192
| New | +$1.76M | 0.64% | 45 |
|
Other funds holding ITOT
FPAS
Sowell Financial Services's ITOT Position: Q2 2026 in Review
Sowell Financial Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,844 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #868.
Sowell Financial Services first reported a position in ITOT in Q4 2016 and has held it in 33 quarters since. The position peaked at $138M in Q2 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Sowell Financial Services held 1,844 shares of iShares Core S&P Total US Stock Market ETF worth $303K as of Q2 2026.
- Sowell Financial Services bought 87 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $13.8K.
- iShares Core S&P Total US Stock Market ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #868 holding.
- Sowell Financial Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 33 quarters since.
- Sowell Financial Services's iShares Core S&P Total US Stock Market ETF position peaked at $138M in Q2 2022.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.