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

Triumph Capital 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 		$98.7K Sell
601
-399
-40% -$63.3K 0.02% 492
2026
Q1 		$142K Sell
1,000
-565
-36% -$84K 0.03% 392
2025
Q4 		$233K Buy
+1,565
New +$231K 0.05% 285

Other funds holding ITOT

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
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Triumph Capital Management's ITOT Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 40% in Q2 2026, selling an estimated $63.3K and leaving 601 shares worth $98.7K. The position accounts for 0.02% of the portfolio, ranked #492.

Triumph Capital Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $233K in Q4 2025. 499 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Triumph Capital Management held 601 shares of iShares Core S&P Total US Stock Market ETF worth $98.7K as of Q2 2026.
  • Triumph Capital Management sold 399 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $63.3K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #492 holding.
  • Triumph Capital Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares Core S&P Total US Stock Market ETF position peaked at $233K in Q4 2025.
  • 499 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.