Stifel Financial’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
Q1 | $240M | Buy |
1,683,425
+186,844
| +12% | +$27.8M | 0.22% | 106 |
|
|
2025
Q4 | $223M | Sell |
1,496,581
-18,595
| -1% | -$2.74M | 0.2% | 119 |
|
|
2025
Q3 | $221M | Buy |
1,515,176
+593,768
| +64% | +$83.3M | 0.2% | 121 |
|
|
2025
Q2 | $124M | Sell |
921,408
-467,841
| -34% | -$58.4M | 0.12% | 178 |
|
|
2025
Q1 | $170M | Sell |
1,389,249
-704,348
| -34% | -$90.8M | 0.18% | 126 |
|
|
2024
Q4 | $269M | Buy |
2,093,597
+188,870
| +10% | +$24.5M | 0.28% | 77 |
|
|
2024
Q3 | $239M | Sell |
1,904,727
-1,606,604
| -46% | -$195M | 0.25% | 94 |
|
|
2024
Q2 | $417M | Buy |
3,511,331
+628,384
| +22% | +$72.1M | 0.47% | 48 |
|
|
2024
Q1 | $332M | Sell |
2,882,947
-69,743
| -2% | -$7.65M | 0.38% | 64 |
|
|
2023
Q4 | $311M | Sell |
2,952,690
-76,095
| -3% | -$7.46M | 0.39% | 66 |
|
|
2023
Q3 | $285M | Buy |
3,028,785
+38,733
| +1% | +$3.81M | 0.4% | 62 |
|
|
2023
Q2 | $293M | Buy |
2,990,052
+40,408
| +1% | +$3.74M | 0.4% | 63 |
|
|
2023
Q1 | $267M | Buy |
2,949,644
+1,122,168
| +61% | +$99.6M | 0.38% | 64 |
|
|
2022
Q4 | $155M | Sell |
1,827,476
-122,618
| -6% | -$10.5M | 0.23% | 101 |
|
|
2022
Q3 | $155M | Sell |
1,950,094
-363,129
| -16% | -$32.1M | 0.25% | 94 |
|
|
2022
Q2 | $194M | Sell |
2,313,223
-1,086,763
| -32% | -$99M | 0.3% | 82 |
|
|
2022
Q1 | $343M | Buy |
3,399,986
+469,773
| +16% | +$46.8M | 0.47% | 46 |
|
|
2021
Q4 | $313M | Sell |
2,930,213
-715,232
| -20% | -$74.8M | 0.41% | 54 |
|
|
2021
Q3 | $359M | Sell |
3,645,445
-1,051,210
| -22% | -$106M | 0.53% | 42 |
|
|
2021
Q2 | $464M | Buy |
4,696,655
+713,345
| +18% | +$68.6M | 0.69% | 21 |
|
|
2021
Q1 | $365M | Sell |
3,983,310
-617,823
| -13% | -$55.4M | 0.6% | 34 |
|
|
2020
Q4 | $397M | Buy |
4,601,133
+594,948
| +15% | +$48.2M | 0.71% | 25 |
|
|
2020
Q3 | $302M | Buy |
4,006,185
+988,548
| +33% | +$73.8M | 0.62% | 32 |
|
|
2020
Q2 | $210M | Sell |
3,017,637
-134,910
| -4% | -$8.82M | 0.48% | 53 |
|
|
2020
Q1 | $180M | Buy |
3,152,547
+572,346
| +22% | +$39.3M | 0.5% | 47 |
|
|
2019
Q4 | $188M | Buy |
2,580,201
+961,019
| +59% | +$66.9M | 0.39% | 63 |
|
|
2019
Q3 | $109M | Sell |
1,619,182
-114,137
| -7% | -$7.65M | 0.28% | 91 |
|
|
2019
Q2 | $116M | Buy |
1,733,319
+577,868
| +50% | +$37.9M | 0.3% | 78 |
|
|
2019
Q1 | $74.5M | Buy |
1,155,451
+1,135,400
| +5,663% | +$70.4M | 0.21% | 129 |
|
|
2018
Q4 | $1.14M | Buy |
20,051
+1,222
| +6% | +$75.1K | ﹤0.01% | 1450 |
|
|
2018
Q3 | $1.25M | Sell |
18,829
-2,770
| -13% | -$182K | ﹤0.01% | 1539 |
|
|
2018
Q2 | $1.35M | Buy |
21,599
+3,449
| +19% | +$214K | ﹤0.01% | 1437 |
|
|
2018
Q1 | $1.1M | Buy |
18,150
+5,395
| +42% | +$337K | ﹤0.01% | 1506 |
|
|
2017
Q4 | $779K | Sell |
12,755
-755
| -6% | -$45K | ﹤0.01% | 1667 |
|
|
2017
Q3 | $777K | Buy |
13,510
+809
| +6% | +$45.6K | ﹤0.01% | 1631 |
|
|
2017
Q2 | $704K | Sell |
12,701
-768
| -6% | -$42.2K | ﹤0.01% | 1671 |
|
|
2017
Q1 | $728K | Buy |
13,469
+1,897
| +16% | +$101K | ﹤0.01% | 1618 |
|
|
2016
Q4 | $595K | Buy |
11,572
+1,993
| +21% | +$99.7K | ﹤0.01% | 1687 |
|
|
2016
Q3 | $475K | Sell |
9,579
-36,879
| -79% | -$1.82M | ﹤0.01% | 1753 |
|
|
2016
Q2 | $2.21M | Buy |
46,458
+26,912
| +138% | +$1.27M | 0.01% | 950 |
|
|
2016
Q1 | $912K | Buy |
19,546
+150
| +0.8% | +$6.62K | ﹤0.01% | 1271 |
|
|
2015
Q4 | $902K | Buy |
19,396
+1,672
| +9% | +$78.3K | ﹤0.01% | 1352 |
|
|
2015
Q3 | $777K | Sell |
17,724
-1,032
| -6% | -$47.9K | ﹤0.01% | 1329 |
|
|
2015
Q2 | $883K | Buy |
18,756
+1,370
| +8% | +$66K | ﹤0.01% | 1402 |
|
|
2015
Q1 | $823K | Buy |
17,386
+2,052
| +13% | +$96.8K | ﹤0.01% | 1371 |
|
|
2014
Q4 | $720K | Buy |
15,334
+5,330
| +53% | +$244K | ﹤0.01% | 1437 |
|
|
2014
Q3 | $449K | Buy |
+10,004
| New | +$452K | ﹤0.01% | 1597 |
|
Other funds holding ITOT
FPAS
Stifel Financial's ITOT Position: Q1 2026 in Review
Stifel Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q1 2026, buying an estimated $27.8M and bringing the position to 1,683,425 shares worth $240M. The position accounts for 0.22% of the portfolio, ranked #106.
Stifel Financial first reported a position in ITOT in Q3 2014 and has held it in 47 quarters since. The position peaked at $464M in Q2 2021. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Stifel Financial held 1,683,425 shares of iShares Core S&P Total US Stock Market ETF worth $240M as of Q1 2026.
- Stifel Financial bought 186,844 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $27.8M.
- iShares Core S&P Total US Stock Market ETF made up 0.22% of Stifel Financial's portfolio in Q1 2026, its #106 holding.
- Stifel Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2014 and has held it in 47 quarters since.
- Stifel Financial's iShares Core S&P Total US Stock Market ETF position peaked at $464M in Q2 2021.
- 1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.