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ITOT icon

Sweeney & Michel’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sweeney & Michel’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 		$33.4M Sell
196,749
-1,664
-0.8% -$264K 8.76% 1
2026
Q1 		$29.8M Buy
198,413
+2,716
+1% +$404K 8.77% 1
2025
Q4 		$29.6M Buy
195,697
+10,223
+6% +$1.51M 8.74% 1
2025
Q3 		$26.5M Buy
185,474
+1,209
+0.7% +$170K 8.9% 1
2025
Q2 		$25.1M Buy
184,265
+5,247
+3% +$655K 8.93% 1
2025
Q1 		$19.4M Buy
+179,018
New +$23.1M 8.47% 2
2024
Q3 		$21.4M Sell
167,242
-3,067
-2% -$371K 8.45% 2
2024
Q2 		$20.6M Buy
170,309
+535
+0.3% +$61.4K 8.78% 1
2024
Q1 		$19.5M Buy
+169,774
New +$18.6M 8.65% 2
2023
Q3 		$15.5M Sell
161,490
-1,446
-0.9% -$142K 8.1% 2
2023
Q2 		$16.2M Buy
162,936
+1,216
+0.8% +$112K 8.33% 2
2023
Q1 		$15.3M Buy
+161,720
New +$14.4M 8.15% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Sweeney & Michel's ITOT Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.84% in Q2 2026, selling an estimated $264K and leaving 196,749 shares worth $33.4M. The position accounts for 8.76% of the portfolio, ranked #1.

Sweeney & Michel first reported a position in ITOT in Q1 2023 and has held it in 12 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sweeney & Michel held 196,749 shares of iShares Core S&P Total US Stock Market ETF worth $33.4M as of Q2 2026.
  • Sweeney & Michel sold 1,664 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $264K.
  • iShares Core S&P Total US Stock Market ETF made up 8.76% of Sweeney & Michel's portfolio in Q2 2026, its #1 holding.
  • Sweeney & Michel first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.