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Strategic Point Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Strategic Point Investment Advisors’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 		$59M Buy
358,955
+5,730
+2% +$909K 7.68% 4
2026
Q1 		$50.3M Sell
353,225
-2,043
-0.6% -$304K 7.31% 5
2025
Q4 		$52.8M Buy
355,268
+5,126
+1% +$757K 7.3% 4
2025
Q3 		$51M Buy
350,142
+5,252
+2% +$737K 7.32% 4
2025
Q2 		$46.6M Buy
344,890
+2,659
+0.8% +$332K 7.18% 4
2025
Q1 		$41.8M Sell
342,231
-5,336
-2% -$688K 6.96% 5
2024
Q4 		$44.7M Sell
347,567
-471
-0.1% -$61K 7.29% 5
2024
Q3 		$43.7M Buy
348,038
+1,260
+0.4% +$153K 7.21% 5
2024
Q2 		$41.2M Sell
346,778
-266
-0.1% -$30.5K 7.38% 5
2024
Q1 		$40M Buy
347,044
+35,000
+11% +$3.84M 7.26% 5
2023
Q4 		$32.8M Sell
312,044
-2,603
-0.8% -$255K 6.35% 5
2023
Q3 		$29.6M Buy
314,647
+3,229
+1% +$317K 6.33% 4
2023
Q2 		$30.5M Sell
311,418
-23,772
-7% -$2.2M 6.25% 4
2023
Q1 		$30.4M Buy
335,190
+1,471
+0.4% +$131K 6.75% 4
2022
Q4 		$28.3M Buy
333,719
+1,657
+0.5% +$141K 6.81% 4
2022
Q3 		$26.4M Sell
332,062
-571
-0.2% -$50.5K 7.39% 4
2022
Q2 		$27.9M Buy
332,633
+2,986
+0.9% +$272K 7.74% 4
2022
Q1 		$33.3M Sell
329,647
-2,428
-0.7% -$242K 7.6% 4
2021
Q4 		$35.5M Buy
332,075
+2,714
+0.8% +$284K 8.02% 3
2021
Q3 		$32.4M Buy
329,361
+1,156
+0.4% +$117K 7.94% 3
2021
Q2 		$32.4M Buy
328,205
+489
+0.1% +$47K 7.88% 3
2021
Q1 		$30M Sell
327,716
-703
-0.2% -$63.1K 7.95% 2
2020
Q4 		$28.7M Sell
328,419
-156
-0% -$12.6K 7.96% 4
2020
Q3 		$24.8M Buy
328,575
+1,221
+0.4% +$91.1K 7.89% 5
2020
Q2 		$23.9M Sell
327,354
-6,532
-2% -$427K 7.82% 5
2020
Q1 		$19.1M Sell
333,886
-11,794
-3% -$809K 8.19% 3
2019
Q4 		$25.1M Sell
345,680
-3,583
-1% -$249K 9.18% 2
2019
Q3 		$23.4M Buy
349,263
+45
+0% +$3.02K 9.16% 2
2019
Q2 		$23.3M Sell
349,218
-11,174
-3% -$732K 9.87% 2
2019
Q1 		$23.2M Sell
360,392
-22,514
-6% -$1.4M 10.42% 2
2018
Q4 		$21.7M Buy
382,906
+2,758
+0.7% +$169K 10.29% 2
2018
Q3 		$25.3K Buy
380,148
+70,734
+23% +$4.63M 0.61% 3
2018
Q2 		$19.3M Buy
309,414
+154,647
+100% +$9.61M 7.59% 4
2018
Q1 		$9.36M Buy
154,767
+24,397
+19% +$1.52M 3.84% 11
2017
Q4 		$7.97M Sell
130,370
-5,505
-4% -$328K 3.12% 12
2017
Q3 		$7.83M Buy
135,875
+4,950
+4% +$279K 2.92% 13
2017
Q2 		$7.25M Buy
130,925
+4,455
+4% +$245K 2.83% 13
2017
Q1 		$6.83K Buy
126,470
+1,185
+0.9% +$63.2K 0.05% 12
2016
Q4 		$6.42M Buy
+125,285
New +$6.27M 2.63% 12

Other funds holding ITOT

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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors's ITOT Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2026, buying an estimated $909K and bringing the position to 358,955 shares worth $59M. The position accounts for 7.68% of the portfolio, ranked #4.

Strategic Point Investment Advisors first reported a position in ITOT in Q4 2016 and has held it in 39 quarters since. 353 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Strategic Point Investment Advisors held 358,955 shares of iShares Core S&P Total US Stock Market ETF worth $59M as of Q2 2026.
  • Strategic Point Investment Advisors bought 5,730 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $909K.
  • iShares Core S&P Total US Stock Market ETF made up 7.68% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Strategic Point Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.