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

Summit Wealth Partners’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 		$8.41M Buy
51,224
+721
+1% +$114K 1.2% 23
2026
Q1 		$7.19M Sell
50,503
-2,306
-4% -$343K 1.14% 24
2025
Q4 		$7.85M Buy
52,809
+1,787
+4% +$264K 1.45% 20
2025
Q3 		$7.43M Buy
51,022
+379
+0.7% +$53.1K 1.34% 22
2025
Q2 		$6.84M Sell
50,643
-4,274
-8% -$533K 1.3% 22
2025
Q1 		$6.7M Sell
54,917
-1,257
-2% -$162K 1.36% 22
2024
Q4 		$7.23M Sell
56,174
-2,569
-4% -$333K 1.48% 22
2024
Q3 		$7.38M Buy
58,743
+7,521
+15% +$911K 1.42% 19
2024
Q2 		$6.08M Sell
51,222
-2,064
-4% -$237K 1.26% 20
2024
Q1 		$6.14M Sell
53,286
-280
-0.5% -$30.7K 1.31% 21
2023
Q4 		$5.64M Sell
53,566
-3,496
-6% -$343K 1.31% 20
2023
Q3 		$5.37M Buy
57,062
+740
+1% +$72.7K 1.37% 20
2023
Q2 		$5.51M Sell
56,322
-868
-2% -$80.2K 1.38% 20
2023
Q1 		$5.18M Sell
57,190
-3,553
-6% -$315K 1.33% 20
2022
Q4 		$5.15M Sell
60,743
-3,348
-5% -$286K 1.37% 21
2022
Q3 		$5.1M Sell
64,091
-3,441
-5% -$304K 1.44% 20
2022
Q2 		$5.66M Buy
67,532
+14,404
+27% +$1.31M 1.51% 20
2022
Q1 		$5.36M Buy
53,128
+2,757
+5% +$275K 1.21% 23
2021
Q4 		$5.39M Buy
50,371
+4,340
+9% +$454K 1.16% 23
2021
Q3 		$4.53M Buy
46,031
+897
+2% +$90.7K 1.07% 24
2021
Q2 		$4.46M Buy
45,134
+788
+2% +$75.8K 1.06% 25
2021
Q1 		$4.06M Buy
44,346
+1,533
+4% +$137K 1.04% 24
2020
Q4 		$3.69M Buy
42,813
+2,335
+6% +$189K 1% 25
2020
Q3 		$3.06M Buy
40,478
+2,564
+7% +$191K 0.92% 25
2020
Q2 		$2.63M Buy
37,914
+574
+2% +$37.5K 0.85% 28
2020
Q1 		$2.14M Buy
37,340
+2,879
+8% +$198K 0.87% 28
2019
Q4 		$2.5M Buy
+34,461
New +$2.4M 0.87% 29

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Partners's ITOT Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, buying an estimated $114K and bringing the position to 51,224 shares worth $8.41M. The position accounts for 1.2% of the portfolio, ranked #23.

Summit Wealth Partners first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,018 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Summit Wealth Partners held 51,224 shares of iShares Core S&P Total US Stock Market ETF worth $8.41M as of Q2 2026.
  • Summit Wealth Partners bought 721 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P Total US Stock Market ETF made up 1.2% of Summit Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • Summit Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.