Tortoise Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.1M | Buy |
116,376
+1,033
| +0.9% | +$164K | 1.42% | 15 |
|
|
2026
Q1 | $16.4M | Sell |
115,343
-3,868
| -3% | -$575K | 1.36% | 19 |
|
|
2025
Q4 | $17.7M | Sell |
119,211
-9,042
| -7% | -$1.33M | 1.56% | 14 |
|
|
2025
Q3 | $18.7M | Sell |
128,253
-3,944
| -3% | -$553K | 1.66% | 13 |
|
|
2025
Q2 | $17.9M | Buy |
132,197
+2,635
| +2% | +$329K | 1.7% | 10 |
|
|
2025
Q1 | $15.8M | Sell |
129,562
-6,612
| -5% | -$852K | 1.65% | 12 |
|
|
2024
Q4 | $17.5M | Sell |
136,174
-9,686
| -7% | -$1.25M | 1.85% | 6 |
|
|
2024
Q3 | $18.3M | Sell |
145,860
-4,224
| -3% | -$511K | 1.91% | 7 |
|
|
2024
Q2 | $17.8M | Sell |
150,084
-1,042
| -0.7% | -$120K | 2.03% | 8 |
|
|
2024
Q1 | $17.4M | Sell |
151,126
-2,661
| -2% | -$292K | 2.12% | 7 |
|
|
2023
Q4 | $16.2M | Sell |
153,787
-5,937
| -4% | -$582K | 2.2% | 7 |
|
|
2023
Q3 | $15M | Sell |
159,724
-3,157
| -2% | -$310K | 2.24% | 7 |
|
|
2023
Q2 | $15.9M | Buy |
162,881
+7,130
| +5% | +$659K | 2.37% | 6 |
|
|
2023
Q1 | $14.1M | Sell |
155,751
-3,091
| -2% | -$274K | 2.25% | 8 |
|
|
2022
Q4 | $13.5M | Buy |
158,842
+2,757
| +2% | +$235K | 2.36% | 8 |
|
|
2022
Q3 | $12.4M | Sell |
156,085
-6,313
| -4% | -$558K | 2.41% | 7 |
|
|
2022
Q2 | $13.6M | Buy |
162,398
+5,960
| +4% | +$543K | 2.67% | 5 |
|
|
2022
Q1 | $15.8M | Sell |
156,438
-2,718
| -2% | -$271K | 2.92% | 6 |
|
|
2021
Q4 | $17M | Buy |
159,156
+3,573
| +2% | +$373K | 3.19% | 6 |
|
|
2021
Q3 | $15.3M | Sell |
155,583
-642
| -0.4% | -$64.9K | 3.09% | 7 |
|
|
2021
Q2 | $15.4M | Buy |
156,225
+3,434
| +2% | +$330K | 3.18% | 6 |
|
|
2021
Q1 | $14M | Sell |
152,791
-19
| -0% | -$1.7K | 3.07% | 6 |
|
|
2020
Q4 | $13.2M | Sell |
152,810
-2,415
| -2% | -$196K | 3% | 6 |
|
|
2020
Q3 | $11.7M | Sell |
155,225
-7,610
| -5% | -$568K | 2.86% | 7 |
|
|
2020
Q2 | $11.3M | Sell |
162,835
-8,571
| -5% | -$560K | 2.92% | 7 |
|
|
2020
Q1 | $9.81M | Sell |
171,406
-7,387
| -4% | -$507K | 2.84% | 6 |
|
|
2019
Q4 | $13M | Sell |
178,793
-1,094
| -0.6% | -$76.1K | 3.06% | 6 |
|
|
2019
Q3 | $12.1M | Sell |
179,887
-15,858
| -8% | -$1.06M | 3.11% | 6 |
|
|
2019
Q2 | $13M | Sell |
195,745
-3,452
| -2% | -$226K | 3.3% | 5 |
|
|
2019
Q1 | $12.8M | Sell |
199,197
-9,316
| -4% | -$578K | 3.36% | 4 |
|
|
2018
Q4 | $11.8M | Buy |
208,513
+9,203
| +5% | +$565K | 3.2% | 5 |
|
|
2018
Q3 | $13.3M | Buy |
199,310
+3,371
| +2% | +$221K | 3.49% | 5 |
|
|
2018
Q2 | $12.3M | Sell |
195,939
-6,711
| -3% | -$417K | 3.37% | 5 |
|
|
2018
Q1 | $12.3M | Buy |
202,650
+24,331
| +14% | +$1.52M | 3.39% | 5 |
|
|
2017
Q4 | $10.9M | Buy |
178,319
+4,218
| +2% | +$251K | 3.13% | 7 |
|
|
2017
Q3 | $10M | Buy |
174,101
+8,399
| +5% | +$474K | 3.05% | 7 |
|
|
2017
Q2 | $9.18M | Buy |
165,702
+18,868
| +13% | +$1.04M | 2.97% | 7 |
|
|
2017
Q1 | $7.93M | Buy |
146,834
+4,911
| +3% | +$262K | 2.6% | 8 |
|
|
2016
Q4 | $7.28M | Buy |
141,923
+10,170
| +8% | +$509K | 2.51% | 9 |
|
|
2016
Q3 | $6.53M | Buy |
131,753
+7,775
| +6% | +$384K | 2.21% | 11 |
|
|
2016
Q2 | $5.9M | Buy |
123,978
+14,702
| +13% | +$694K | 2.06% | 12 |
|
|
2016
Q1 | $5.1M | Buy |
109,276
+16,702
| +18% | +$737K | 1.83% | 13 |
|
|
2015
Q4 | $4.3M | Buy |
92,574
+34,810
| +60% | +$1.63M | 1.54% | 16 |
|
|
2015
Q3 | $2.53M | Sell |
57,764
-65,814
| -53% | -$3.06M | 0.96% | 21 |
|
|
2015
Q2 | $5.84M | Buy |
123,578
+18,328
| +17% | +$883K | 2.19% | 10 |
|
|
2015
Q1 | $4.99M | Buy |
105,250
+99,222
| +1,646% | +$4.68M | 1.9% | 12 |
|
|
2014
Q4 | $283K | Buy |
6,028
+5,070
| +529% | +$232K | 0.11% | 85 |
|
|
2014
Q3 | $43K | Hold |
958
| – | – | 0.02% | 218 |
|
|
2014
Q2 | $43K | Buy |
+958
| New | +$41.7K | 0.02% | 221 |
|
Other funds holding ITOT
FPAS
BTI
SWM
BP
AOI
AG
Tortoise Investment Management's ITOT Position: Q2 2026 in Review
Tortoise Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.9% in Q2 2026, buying an estimated $164K and bringing the position to 116,376 shares worth $19.1M. The position accounts for 1.42% of the portfolio, ranked #15.
Tortoise Investment Management first reported a position in ITOT in Q2 2014 and has held it in 49 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Tortoise Investment Management held 116,376 shares of iShares Core S&P Total US Stock Market ETF worth $19.1M as of Q2 2026.
- Tortoise Investment Management bought 1,033 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $164K.
- iShares Core S&P Total US Stock Market ETF made up 1.42% of Tortoise Investment Management's portfolio in Q2 2026, its #15 holding.
- Tortoise Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2014 and has held it in 49 quarters since.
- 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.