Summit Financial Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Summit Financial Wealth 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	$289K	Hold	1,761	–	–	0.04%	178
2026 Q1	$251K	Hold	1,761	–	–	0.04%	168
2025 Q4	$262K	Hold	1,761	–	–	0.04%	162
2025 Q3	$257K	Hold	1,761	–	–	0.04%	157
2025 Q2	$238K	Hold	1,761	–	–	0.04%	151
2025 Q1	$215K	Hold	1,761	–	–	0.04%	139
2024 Q4	$232K	Hold	1,761	–	–	0.05%	137
2024 Q3	$221K	Hold	1,761	–	–	0.04%	140
2024 Q2	$209K	Hold	1,761	–	–	0.04%	135
2024 Q1	$203K	Buy	+1,761	New	+$193K	0.04%	130
2023 Q2	–	Sell	-2,280	Closed	-$206K	–	132
2023 Q1	$206K	Buy	+2,280	New	+$202K	0.05%	118
2022 Q3	–	Sell	-2,338	Closed	-$206K	–	131
2022 Q2	$206K	Buy	2,338 +1	+0%	+$91	0.05%	124
2022 Q1	$236K	Hold	2,337	–	–	0.05%	113
2021 Q4	$251K	Hold	2,337	–	–	0.05%	119
2021 Q3	$230K	Sell	2,337 -85	-4%	-$8.6K	0.05%	115
2021 Q2	$239K	Sell	2,422 -926	-28%	-$89.1K	0.05%	111
2021 Q1	$289K	Sell	3,348 -869	-21%	-$77.9K	0.07%	89
2020 Q4	$318K	Sell	4,217 -61	-1%	-$4.94K	0.09%	81
2020 Q3	$320K	Sell	4,278 -1,189	-22%	-$88.7K	0.09%	88
2020 Q2	$389K	Sell	5,467 -14,831	-73%	-$970K	0.1%	89
2020 Q1	$1.19M	Sell	20,298 -29,658	-59%	-$2.04M	0.37%	42
2019 Q4	$3.65M	Buy	49,956 +2,222	+5%	+$155K	0.89%	31
2019 Q3	$3.2M	Sell	47,734 -79	-0.2%	-$5.29K	0.78%	32
2019 Q2	$3.19M	Buy	+47,813	New	+$3.13M	0.78%	36

Other funds holding ITOT

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Summit Financial Wealth Advisors's ITOT Position: Q2 2026 in Review

Summit Financial Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,761 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #178.

Summit Financial Wealth Advisors first reported a position in ITOT in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.65M in Q4 2019. 393 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Summit Financial Wealth Advisors held 1,761 shares of iShares Core S&P Total US Stock Market ETF worth $289K as of Q2 2026.
Summit Financial Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Summit Financial Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 24 quarters since.
Summit Financial Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.65M in Q4 2019.
393 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.