SW
ITOT icon

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

SVB Wealth’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 		$1.3M Sell
7,901
-132
-2% -$21K 0.08% 167
2026
Q1 		$1.14M Sell
8,033
-23,729
-75% -$3.53M 0.08% 180
2025
Q4 		$4.72M Sell
31,762
-20,087
-39% -$2.96M 0.28% 74
2025
Q3 		$7.55M Sell
51,849
-5,202
-9% -$730K 0.41% 48
2025
Q2 		$7.7M Buy
+57,051
New +$7.12M 0.41% 55
2025
Q1 		– Sell
-78,372
Closed -$10.1M – 1632
2024
Q4 		$10.1M Buy
+78,372
New +$10.1M 0.19% 83
2024
Q3 		– Sell
-222,967
Closed -$26.5M – 310
2024
Q2 		$26.5M Sell
222,967
-240,496
-52% -$27.6M 0.66% 26
2024
Q1 		$53.4M Buy
463,463
+78,937
+21% +$8.66M 1.19% 13
2023
Q4 		$40.5M Sell
384,526
-472,492
-55% -$46.3M 0.98% 15
2023
Q3 		$80.7M Sell
857,018
-565,493
-40% -$55.6M 1.77% 10
2023
Q2 		$139M Sell
1,422,511
-1,732,298
-55% -$160M 2.52% 10
2023
Q1 		$286M Sell
3,154,809
-700,314
-18% -$62.2M 3.99% 7
2022
Q4 		$327M Sell
3,855,123
-25,304
-0.7% -$2.16M 4.41% 5
2022
Q3 		$309M Buy
3,880,427
+18,486
+0.5% +$1.63M 4.51% 5
2022
Q2 		$324M Sell
3,861,941
-373,460
-9% -$34M 4.98% 4
2022
Q1 		$428M Sell
4,235,401
-185,164
-4% -$18.5M 5.73% 2
2021
Q4 		$473M Sell
4,420,565
-178,779
-4% -$18.7M 7.76% 1
2021
Q3 		$452M Sell
4,599,344
-222,583
-5% -$22.5M 5.81% 2
2021
Q2 		$476M Buy
4,821,927
+167,543
+4% +$16.1M 6.04% 2
2021
Q1 		$426M Buy
4,654,384
+37,174
+0.8% +$3.33M 5.94% 3
2020
Q4 		$398M Buy
4,617,210
+59,471
+1% +$4.82M 5.84% 3
2020
Q3 		$344M Sell
4,557,739
-308,193
-6% -$23M 5.67% 3
2020
Q2 		$338M Sell
4,865,932
-1,301,147
-21% -$85.1M 6.28% 3
2020
Q1 		$353M Sell
6,167,079
-463,656
-7% -$31.8M 8.56% 2
2019
Q4 		$482M Sell
6,630,735
-40,690
-0.6% -$2.83M 8.77% 2
2019
Q3 		$447M Buy
+6,671,425
New +$447M 8.91% 2

Other funds holding ITOT

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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
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
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

SVB Wealth's ITOT Position: Q2 2026 in Review

SVB Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.6% in Q2 2026, selling an estimated $21K and leaving 7,901 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #167.

SVB Wealth first reported a position in ITOT in Q3 2019 and has held it in 26 quarters since. The position peaked at $482M in Q4 2019. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • SVB Wealth held 7,901 shares of iShares Core S&P Total US Stock Market ETF worth $1.3M as of Q2 2026.
  • SVB Wealth sold 132 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $21K.
  • iShares Core S&P Total US Stock Market ETF made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #167 holding.
  • SVB Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 26 quarters since.
  • SVB Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $482M in Q4 2019.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.