Stonekeep Investments’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Stonekeep Investments’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	$1.28M	Buy	7,825 +5	+0.1%	+$794	0.75%	25
2026 Q1	$1.11M	Buy	7,820 +723	+10%	+$108K	0.72%	25
2025 Q4	$1.05M	Sell	7,097 -76	-1%	-$11.2K	0.67%	26
2025 Q3	$1.04M	Buy	7,173 +181	+3%	+$25.4K	0.66%	27
2025 Q2	$944K	Buy	6,992 +2,404	+52%	+$300K	0.64%	27
2025 Q1	$560K	Buy	4,588 +2,396	+109%	+$309K	0.41%	32
2024 Q4	$282K	Hold	2,192	–	–	0.21%	46
2024 Q3	$275K	Hold	2,192	–	–	0.21%	44
2024 Q2	$260K	Buy	+2,192	New	+$252K	0.21%	42

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

Stonekeep Investments's ITOT Position: Q2 2026 in Review

Stonekeep Investments increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.06% in Q2 2026, buying an estimated $794 and bringing the position to 7,825 shares worth $1.28M. The position accounts for 0.75% of the portfolio, ranked #25.

Stonekeep Investments first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Stonekeep Investments held 7,825 shares of iShares Core S&P Total US Stock Market ETF worth $1.28M as of Q2 2026.
Stonekeep Investments bought 5 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $794.
iShares Core S&P Total US Stock Market ETF made up 0.75% of Stonekeep Investments's portfolio in Q2 2026, its #25 holding.
Stonekeep Investments first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Stonekeep Investments's 13F filing for Q2 2026, filed 10 Jul 2026.