SGK
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Steigerwald Gordon & Koch’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Steigerwald Gordon & Koch’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 		$188K Hold
1,144
– – 0.02% 156
2026
Q1 		$163K Hold
1,144
– – 0.02% 155
2025
Q4 		$170K Hold
1,144
– – 0.02% 163
2025
Q3 		$167K Buy
+1,144
New +$160K 0.02% 153

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

Steigerwald Gordon & Koch's ITOT Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,144 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #156.

Steigerwald Gordon & Koch first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,144 shares of iShares Core S&P Total US Stock Market ETF worth $188K as of Q2 2026.
  • Steigerwald Gordon & Koch 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 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #156 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 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 Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.