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

Summit X LLC’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
2025
Q3 		– Sell
-15,783
Closed -$2.13M – 118
2025
Q2 		$2.13M Buy
15,783
+594
+4% +$74.1K 0.4% 51
2025
Q1 		$1.85M Buy
15,189
+1,010
+7% +$130K 0.39% 50
2024
Q4 		$1.82M Buy
14,179
+872
+7% +$113K 0.4% 50
2024
Q3 		$1.58M Sell
13,307
-1,866
-12% -$226K 0.38% 54
2024
Q2 		$1.81M Buy
15,173
+2,067
+16% +$237K 0.41% 48
2024
Q1 		$1.51M Buy
13,106
+125
+1% +$13.7K 0.39% 53
2023
Q4 		$1.37M Buy
12,981
+764
+6% +$74.9K 0.39% 54
2023
Q3 		$1.15M Buy
12,217
+1,231
+11% +$121K 0.37% 58
2023
Q2 		$1.08M Buy
10,986
+2,089
+23% +$193K 0.26% 77
2023
Q1 		$806K Buy
8,897
+1,618
+22% +$144K 0.21% 101
2022
Q4 		$611K Sell
7,279
-235
-3% -$20.1K 0.18% 124
2022
Q3 		$599K Buy
7,514
+226
+3% +$20K 0.18% 128
2022
Q2 		$610K Sell
7,288
-136
-2% -$12.4K 0.18% 124
2022
Q1 		$752K Sell
7,424
-211
-3% -$21K 0.18% 111
2021
Q4 		$817K Buy
7,635
+447
+6% +$46.7K 0.19% 114
2021
Q3 		$709K Sell
7,188
-260
-3% -$26.3K 0.18% 124
2021
Q2 		$690K Buy
7,448
+651
+10% +$62.6K 0.17% 128
2021
Q1 		$622K Buy
6,797
+49
+0.7% +$4.39K 0.17% 134
2020
Q4 		$582K Sell
6,748
-31
-0.5% -$2.51K 0.17% 129
2020
Q3 		$2.87K Buy
6,779
+325
+5% +$24.3K 0.05% 162
2020
Q2 		$448K Sell
6,454
-51,803
-89% -$3.39M 0.17% 132
2020
Q1 		$3.33M Sell
58,257
-11,988
-17% -$823K 1.55% 12
2019
Q4 		$5.11M Sell
70,245
-22,091
-24% -$1.54M 1.9% 8
2019
Q3 		$6.18M Sell
92,336
-4,474
-5% -$300K 2.48% 6
2019
Q2 		$6.43M Buy
96,810
+12,189
+14% +$799K 2.63% 4
2019
Q1 		$5.44M Buy
+84,621
New +$5.25M 2.33% 4
2018
Q4 		– Sell
-4,673
Closed -$314K – 220
2018
Q3 		$314K Buy
4,673
+547
+13% +$35.8K 0.15% 169
2018
Q2 		$260K Buy
4,126
+816
+25% +$50.7K 0.15% 164
2018
Q1 		$200K Buy
+3,310
New +$207K 0.12% 175

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
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
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Summit X LLC's ITOT Position: Q3 2025 in Review

Summit X LLC sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q3 2025, closing a stake of 15,783 shares — an estimated $2.13M sold.

Summit X LLC first reported a position in ITOT in Q1 2018 and held it in 29 quarters. The position peaked at $6.43M in Q2 2019. 1,516 funds tracked by Wall St. Rank hold ITOT as of Q3 2025.

  • Summit X LLC reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 15,783 iShares Core S&P Total US Stock Market ETF shares in Q3 2025, an estimated $2.13M.
  • Summit X LLC first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2018 and held it in 29 quarters.
  • Summit X LLC's iShares Core S&P Total US Stock Market ETF position peaked at $6.43M in Q2 2019.
  • 1,516 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.