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Squire Investment Management Company’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Squire Investment Management Company’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 		$39.8M Buy
242,293
+10,092
+4% +$1.6M 9.58% 3
2026
Q1 		$33.1M Buy
232,201
+16,821
+8% +$2.5M 9.19% 3
2025
Q4 		$32M Buy
215,380
+14,829
+7% +$2.19M 9.69% 3
2025
Q3 		$29.2M Buy
200,551
+9,530
+5% +$1.34M 9.51% 3
2025
Q2 		$25.8M Buy
191,021
+9,030
+5% +$1.13M 9.51% 3
2025
Q1 		$22.2M Buy
181,991
+7,493
+4% +$966K 9.25% 3
2024
Q4 		$22.4M Buy
174,498
+19,309
+12% +$2.5M 9.88% 3
2024
Q3 		$19.5M Buy
155,189
+13,477
+10% +$1.63M 9.27% 4
2024
Q2 		$16.8M Buy
141,712
+29,418
+26% +$3.38M 9.55% 3
2024
Q1 		$12.9M Buy
112,294
+34,224
+44% +$3.75M 8.16% 4
2023
Q4 		$8.22M Buy
+78,070
New +$7.65M 6.69% 5

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
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
BP
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Squire Investment Management Company's ITOT Position: Q2 2026 in Review

Squire Investment Management Company increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q2 2026, buying an estimated $1.6M and bringing the position to 242,293 shares worth $39.8M. The position accounts for 9.58% of the portfolio, ranked #3.

Squire Investment Management Company first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Squire Investment Management Company held 242,293 shares of iShares Core S&P Total US Stock Market ETF worth $39.8M as of Q2 2026.
  • Squire Investment Management Company bought 10,092 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.6M.
  • iShares Core S&P Total US Stock Market ETF made up 9.58% of Squire Investment Management Company's portfolio in Q2 2026, its #3 holding.
  • Squire Investment Management Company first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.