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Synergy Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Synergy Investment Management’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 		$100K Sell
612
-112
-15% -$17.8K 0.02% 263
2026
Q1 		$103K Buy
+724
New +$108K 0.03% 196
2025
Q2 		– Sell
-508
Closed -$62K – 321
2025
Q1 		$62K Hold
508
– – 0.03% 214
2024
Q4 		$65.3K Buy
+508
New +$65.8K 0.03% 212

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

Synergy Investment Management's ITOT Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 15% in Q2 2026, selling an estimated $17.8K and leaving 612 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #263.

Synergy Investment Management first reported a position in ITOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $103K in Q1 2026. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Synergy Investment Management held 612 shares of iShares Core S&P Total US Stock Market ETF worth $100K as of Q2 2026.
  • Synergy Investment Management sold 112 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #263 holding.
  • Synergy Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $103K in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.