Sterling Investment Counsel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sterling Investment Counsel’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	$261K	Buy	1,586 +56	+4%	+$8.89K	0.06%	170
2026 Q1	$218K	Sell	1,530 -233	-13%	-$34.6K	0.06%	185
2025 Q4	$262K	Buy	1,763 +268	+18%	+$39.6K	0.08%	152
2025 Q3	$218K	Buy	+1,495	New	+$210K	0.07%	122
2025 Q2	–	Sell	-1,802	Closed	-$220K	–	153
2025 Q1	$220K	Buy	+1,802	New	+$232K	0.08%	162
2024 Q4	–	Sell	-1,749	Closed	-$220K	–	149
2024 Q3	$220K	Buy	+1,749	New	+$212K	0.08%	160

Other funds holding ITOT

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Sterling Investment Counsel's ITOT Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.7% in Q2 2026, buying an estimated $8.89K and bringing the position to 1,586 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #170.

Sterling Investment Counsel first reported a position in ITOT in Q3 2024 and has held it in 6 quarters since. The position peaked at $262K in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sterling Investment Counsel held 1,586 shares of iShares Core S&P Total US Stock Market ETF worth $261K as of Q2 2026.
Sterling Investment Counsel bought 56 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $8.89K.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Sterling Investment Counsel's portfolio in Q2 2026, its #170 holding.
Sterling Investment Counsel first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 6 quarters since.
Sterling Investment Counsel's iShares Core S&P Total US Stock Market ETF position peaked at $262K in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.