TBH Global Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

TBH Global Asset 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	$1.87M	Buy	11,354 +194	+2%	+$30.8K	0.34%	70
2026 Q1	$1.59M	Buy	+11,160	New	+$1.66M	0.32%	74
2025 Q4	–	Sell	-11,779	Closed	-$1.72M	–	253
2025 Q3	$1.72M	Buy	+11,779	New	+$1.65M	0.33%	76
2025 Q1	–	Sell	-13,162	Closed	-$1.69M	–	187
2024 Q4	$1.69M	Sell	13,162 -403	-3%	-$52.2K	0.4%	59
2024 Q3	$1.7M	Sell	13,565 -597	-4%	-$72.3K	0.37%	61
2024 Q2	$1.68M	Sell	14,162 -5,584	-28%	-$641K	0.37%	59
2024 Q1	$2.28M	Sell	19,746 -7,990	-29%	-$876K	0.45%	47
2023 Q4	$2.92M	Sell	27,736 -1,255	-4%	-$123K	0.6%	37
2023 Q3	$2.73M	Sell	28,991 -750	-3%	-$73.7K	0.52%	34
2023 Q2	$2.91M	Sell	29,741 -4,221	-12%	-$390K	0.57%	32
2023 Q1	$3.08M	Sell	33,962 -1,032	-3%	-$91.6K	0.66%	26
2022 Q4	$2.97M	Sell	34,994 -2,009	-5%	-$171K	0.72%	27
2022 Q3	$2.94M	Sell	37,003 -676	-2%	-$59.8K	0.75%	30
2022 Q2	$3.16M	Sell	37,679 -160	-0.4%	-$14.6K	0.75%	30
2022 Q1	$3.82M	Buy	37,839 +14,341	+61%	+$1.43M	0.81%	27
2021 Q4	$2.51M	Sell	23,498 -598	-2%	-$62.5K	0.52%	51
2021 Q3	$2.37M	Buy	24,096 +189	+0.8%	+$19.1K	0.55%	49
2021 Q2	$2.36M	Sell	23,907 -1,673	-7%	-$161K	0.54%	47
2021 Q1	$2.34M	Buy	25,580 +217	+0.9%	+$19.5K	0.61%	46
2020 Q4	$2.19M	Sell	25,363 -1,538	-6%	-$125K	0.67%	41
2020 Q3	$2.03M	Sell	26,901 -322	-1%	-$24K	0.7%	36
2020 Q2	$1.89M	Sell	27,223 -2,040	-7%	-$133K	0.75%	36
2020 Q1	$1.67M	Sell	29,263 -6,995	-19%	-$480K	0.71%	33
2019 Q4	$2.64M	Buy	+36,258	New	+$2.52M	0.79%	24

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

TBH Global Asset Management's ITOT Position: Q2 2026 in Review

TBH Global Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q2 2026, buying an estimated $30.8K and bringing the position to 11,354 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #70.

TBH Global Asset Management first reported a position in ITOT in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.82M in Q1 2022. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

TBH Global Asset Management held 11,354 shares of iShares Core S&P Total US Stock Market ETF worth $1.87M as of Q2 2026.
TBH Global Asset Management bought 194 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $30.8K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of TBH Global Asset Management's portfolio in Q2 2026, its #70 holding.
TBH Global Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
TBH Global Asset Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.82M in Q1 2022.
1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.