Truist Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Truist Financial’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	$41.9M	Sell	255,344 -20,899	-8%	-$3.32M	0.05%	279
2026 Q1	$39.3M	Sell	276,243 -203,662	-42%	-$30.3M	0.05%	281
2025 Q4	$71.4M	Sell	479,905 -1,262	-0.3%	-$186K	0.1%	193
2025 Q3	$70.1M	Sell	481,167 -39,353	-8%	-$5.52M	0.09%	189
2025 Q2	$70.3M	Buy	520,520 +21,571	+4%	+$2.69M	0.1%	184
2025 Q1	$60.9M	Buy	498,949 +21,071	+4%	+$2.72M	0.1%	191
2024 Q4	$61.5M	Buy	477,878 +14,818	+3%	+$1.92M	0.1%	193
2024 Q3	$58.2M	Sell	463,060 -20,323	-4%	-$2.46M	0.09%	210
2024 Q2	$57.4M	Buy	483,383 +1,268	+0.3%	+$146K	0.09%	213
2024 Q1	$55.6M	Buy	482,115 +11,177	+2%	+$1.23M	0.08%	223
2023 Q4	$49.6M	Buy	470,938 +6,857	+1%	+$672K	0.08%	229
2023 Q3	$43.7M	Buy	464,081 +8,038	+2%	+$790K	0.07%	242
2023 Q2	$44.6M	Buy	456,043 +5,605	+1%	+$518K	0.07%	235
2023 Q1	$40.8M	Sell	450,438 -1,343	-0.3%	-$119K	0.07%	248
2022 Q4	$38.3M	Buy	451,781 +36,393	+9%	+$3.11M	0.07%	255
2022 Q3	$33M	Buy	415,388 +277,766	+202%	+$24.6M	0.06%	267
2022 Q2	$11.5M	Sell	137,622 -8,138	-6%	-$741K	0.02%	531
2022 Q1	$14.7M	Sell	145,760 -11,008	-7%	-$1.1M	0.02%	516
2021 Q4	$16.8M	Sell	156,768 -92,732	-37%	-$9.69M	0.03%	484
2021 Q3	$24.5M	Buy	249,500 +15,316	+7%	+$1.55M	0.04%	360
2021 Q2	$23.1M	Sell	234,184 -4,211	-2%	-$405K	0.04%	395
2021 Q1	$21.8M	Buy	238,395 +1,769	+0.7%	+$159K	0.04%	389
2020 Q4	$20.4M	Sell	236,626 -2,993	-1%	-$242K	0.04%	386
2020 Q3	$18.1M	Buy	239,619 +110,199	+85%	+$8.22M	0.04%	379
2020 Q2	$8.99M	Sell	129,420 -68,473	-35%	-$4.48M	0.02%	553
2020 Q1	$11.3M	Sell	197,893 -138,004	-41%	-$9.47M	0.03%	464
2019 Q4	$24.4M	Buy	335,897 +330,902	+6,625%	+$23M	0.05%	372
2019 Q3	$335K	Hold	4,995	–	–	0.01%	655
2019 Q2	$333K	Buy	+4,995	New	+$327K	0.01%	665

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Truist Financial's ITOT Position: Q2 2026 in Review

Truist Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.6% in Q2 2026, selling an estimated $3.32M and leaving 255,344 shares worth $41.9M. The position accounts for 0.05% of the portfolio, ranked #279.

Truist Financial first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $71.4M in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Truist Financial held 255,344 shares of iShares Core S&P Total US Stock Market ETF worth $41.9M as of Q2 2026.
Truist Financial sold 20,899 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.32M.
iShares Core S&P Total US Stock Market ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #279 holding.
Truist Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
Truist Financial's iShares Core S&P Total US Stock Market ETF position peaked at $71.4M in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.