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

Summit Investment Advisory Services’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	$3.82M	Buy	26,830 +26	+0.1%	+$3.87K	1.42%	11
2025 Q4	$3.99M	Sell	26,804 -89	-0.3%	-$13.1K	1.5%	10
2025 Q3	$3.92M	Buy	26,893 +33	+0.1%	+$4.63K	1.56%	10
2025 Q2	$3.63M	Sell	26,860 -1,329	-5%	-$166K	1.58%	10
2025 Q1	$3.44M	Buy	28,189 +426	+2%	+$54.9K	1.69%	10
2024 Q4	$3.57M	Sell	27,763 -188	-0.7%	-$24.3K	1.84%	9
2024 Q3	$3.51M	Buy	+27,951	New	+$3.38M	1.86%	9
2024 Q2	–	Sell	-27,963	Closed	-$3.22M	–	67
2024 Q1	$3.22M	Buy	27,963 +15	+0.1%	+$1.65K	1.91%	10
2023 Q4	$2.94M	Buy	27,948 +107	+0.4%	+$10.5K	1.85%	10
2023 Q3	$2.62M	Hold	27,841	–	–	1.94%	10
2023 Q2	$2.72M	Sell	27,841 -144	-0.5%	-$13.3K	1.8%	10
2023 Q1	$2.53M	Buy	27,985 +21	+0.1%	+$1.86K	1.8%	10
2022 Q4	$2.37M	Buy	+27,964	New	+$2.39M	2.87%	7

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Investment Advisory Services's ITOT Position: Q1 2026 in Review

Summit Investment Advisory Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.1% in Q1 2026, buying an estimated $3.87K and bringing the position to 26,830 shares worth $3.82M. The position accounts for 1.42% of the portfolio, ranked #11.

Summit Investment Advisory Services first reported a position in ITOT in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.99M in Q4 2025. 1,616 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.

Summit Investment Advisory Services held 26,830 shares of iShares Core S&P Total US Stock Market ETF worth $3.82M as of Q1 2026.
Summit Investment Advisory Services bought 26 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $3.87K.
iShares Core S&P Total US Stock Market ETF made up 1.42% of Summit Investment Advisory Services's portfolio in Q1 2026, its #11 holding.
Summit Investment Advisory Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $3.99M in Q4 2025.
1,616 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.