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

Summit Financial’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
Q1 		$29.2M Buy
205,017
+49,610
+32% +$7.38M 0.37% 51
2025
Q4 		$23.1M Buy
155,407
+2,945
+2% +$435K 0.34% 54
2025
Q3 		$22.2M Buy
152,462
+3,340
+2% +$468K 0.34% 53
2025
Q2 		$20.1M Buy
149,122
+3,158
+2% +$394K 0.46% 44
2025
Q1 		$17.8M Buy
145,964
+47,208
+48% +$6.08M 0.5% 37
2024
Q4 		$12.7M Buy
98,756
+20,554
+26% +$2.66M 0.45% 39
2024
Q3 		$9.82M Buy
78,202
+20,781
+36% +$2.52M 0.38% 46
2024
Q2 		$6.82M Sell
57,421
-3,175
-5% -$364K 0.31% 55
2024
Q1 		$6.99M Buy
60,596
+99
+0.2% +$10.9K 0.41% 32
2023
Q4 		$6.37M Buy
60,497
+1,010
+2% +$99K 0.42% 33
2023
Q3 		$5.63M Buy
59,487
+434
+0.7% +$42.6K 0.42% 33
2023
Q2 		$5.78M Buy
59,053
+176
+0.3% +$16.3K 0.42% 30
2023
Q1 		$5.33M Buy
58,877
+2,216
+4% +$197K 0.47% 21
2022
Q4 		$4.8M Buy
56,661
+58
+0.1% +$4.95K 0.45% 22
2022
Q3 		$4.5M Buy
56,603
+239
+0.4% +$21.1K 0.43% 26
2022
Q2 		$4.72M Buy
56,364
+732
+1% +$66.7K 0.44% 26
2022
Q1 		$5.62M Buy
55,632
+2,062
+4% +$206K 0.44% 24
2021
Q4 		$5.73M Buy
53,570
+522
+1% +$54.6K 0.44% 27
2021
Q3 		$5.22M Buy
53,048
+1,750
+3% +$177K 0.45% 24
2021
Q2 		$5.07M Buy
51,298
+2,229
+5% +$214K 0.5% 20
2021
Q1 		$4.49M Buy
49,069
+1,971
+4% +$177K 0.59% 11
2020
Q4 		$4.06M Buy
47,098
+8,924
+23% +$723K 0.57% 10
2020
Q3 		$2.88M Buy
38,174
+2,344
+7% +$175K 0.48% 9
2020
Q2 		$2.49M Buy
35,830
+6,627
+23% +$433K 0.44% 9
2020
Q1 		$1.67M Buy
29,203
+9,051
+45% +$621K 0.37% 14
2019
Q4 		$1.46M Sell
20,152
-7,280
-27% -$507K 0.25% 15
2019
Q3 		$2.02M Buy
27,432
+6,889
+34% +$462K 0.34% 17
2019
Q2 		$1.37M Buy
20,543
+15,604
+316% +$1.02M 0.23% 17
2019
Q1 		$318K Sell
4,939
-2,704
-35% -$168K 0.05% 46
2018
Q4 		$434K Buy
+7,643
New +$470K 0.08% 38

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Summit Financial's ITOT Position: Q1 2026 in Review

Summit Financial increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 32% in Q1 2026, buying an estimated $7.38M and bringing the position to 205,017 shares worth $29.2M. The position accounts for 0.37% of the portfolio, ranked #51.

Summit Financial first reported a position in ITOT in Q4 2018 and has held it in 30 quarters since. 1,619 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

  • Summit Financial held 205,017 shares of iShares Core S&P Total US Stock Market ETF worth $29.2M as of Q1 2026.
  • Summit Financial bought 49,610 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $7.38M.
  • iShares Core S&P Total US Stock Market ETF made up 0.37% of Summit Financial's portfolio in Q1 2026, its #51 holding.
  • Summit Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,619 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.