SP
ITOT icon

Successful Portfolios’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Successful Portfolios’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 		$896K Buy
5,412
+61
+1% +$9.68K 0.42% 56
2026
Q1 		$761K Buy
5,351
+35
+0.7% +$5.2K 0.42% 56
2025
Q4 		$807K Buy
5,316
+1,316
+33% +$194K 0.41% 56
2025
Q3 		$583K Buy
4,000
+920
+30% +$129K 0.34% 62
2025
Q2 		$416K Buy
+3,080
New +$384K 0.26% 78

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
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
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Successful Portfolios's ITOT Position: Q2 2026 in Review

Successful Portfolios increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, buying an estimated $9.68K and bringing the position to 5,412 shares worth $896K. The position accounts for 0.42% of the portfolio, ranked #56.

Successful Portfolios first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 643 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Successful Portfolios held 5,412 shares of iShares Core S&P Total US Stock Market ETF worth $896K as of Q2 2026.
  • Successful Portfolios bought 61 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $9.68K.
  • iShares Core S&P Total US Stock Market ETF made up 0.42% of Successful Portfolios's portfolio in Q2 2026, its #56 holding.
  • Successful Portfolios first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 643 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.