Sugar Maple Asset Management’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
Q2
$1.52M Sell
9,270
-402
-4% -$63.8K 0.98% 24
2026
Q1
$1.38M Buy
9,672
+1
+0% +$149 0.84% 27
2025
Q4
$1.44M Buy
9,671
+3
+0% +$443 0.97% 21
2025
Q3
$1.41M Buy
9,668
+2
+0% +$280 1.01% 21
2025
Q2
$1.31M Sell
9,666
-113
-1% -$14.1K 1.02% 22
2025
Q1
$1.19M Buy
9,779
+2
+0% +$258 0.94% 23
2024
Q4
$1.26M Buy
9,777
+4
+0% +$518 0.96% 22
2024
Q3
$1.23M Buy
9,773
+2
+0% +$242 1.07% 18
2024
Q2
$1.16M Sell
9,771
-55
-0.6% -$6.31K 1.12% 19
2024
Q1
$1.13M Buy
+9,826
New +$1.08M 1.09% 20

Other funds holding ITOT

Sugar Maple Asset Management's ITOT Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.2% in Q2 2026, selling an estimated $63.8K and leaving 9,270 shares worth $1.52M. The position accounts for 0.98% of the portfolio, ranked #24.

Sugar Maple Asset Management first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sugar Maple Asset Management held 9,270 shares of iShares Core S&P Total US Stock Market ETF worth $1.52M as of Q2 2026.
  • Sugar Maple Asset Management sold 402 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $63.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.98% of Sugar Maple Asset Management's portfolio in Q2 2026, its #24 holding.
  • Sugar Maple Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.