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

Townsend 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	$103K	Hold	627	–	–	0.03%	151
2026 Q1	$89.3K	Hold	627	–	–	0.03%	146
2025 Q4	$93.2K	Hold	627	–	–	0.03%	135
2025 Q3	$91.3K	Hold	627	–	–	0.03%	130
2025 Q2	$84.7K	Hold	627	–	–	0.03%	132
2025 Q1	$76.5K	Hold	627	–	–	0.03%	132
2024 Q4	$80.6K	Hold	627	–	–	0.03%	144
2024 Q3	$78.8K	Hold	627	–	–	0.03%	149
2024 Q2	$74.5K	Hold	627	–	–	0.03%	149
2024 Q1	$72.3K	Hold	627	–	–	0.03%	152
2023 Q4	$66K	Buy	+627	New	+$61.4K	0.03%	145
2022 Q1	–	Sell	-35	Closed	-$4K	–	210
2021 Q4	$4K	Hold	35	–	–	﹤0.01%	204
2021 Q3	$3K	Buy	+35	New	+$3.54K	﹤0.01%	197

Other funds holding ITOT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Townsend Asset Management's ITOT Position: Q2 2026 in Review

Townsend Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 627 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #151.

Townsend Asset Management first reported a position in ITOT in Q3 2021 and has held it in 13 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Townsend Asset Management held 627 shares of iShares Core S&P Total US Stock Market ETF worth $103K as of Q2 2026.
Townsend Asset Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Townsend Asset Management's portfolio in Q2 2026, its #151 holding.
Townsend Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 13 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 Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.