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Ulland Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Ulland Investment Advisors’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 		$14K Hold
85
– – 0.01% 173
2026
Q1 		$12K Hold
85
– – 0.01% 168
2025
Q4 		$13K Hold
85
– – 0.01% 165
2025
Q3 		$12K Buy
+85
New +$11.9K 0.01% 172

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
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
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
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Ulland Investment Advisors's ITOT Position: Q2 2026 in Review

Ulland Investment Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 85 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #173.

Ulland Investment Advisors first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Ulland Investment Advisors held 85 shares of iShares Core S&P Total US Stock Market ETF worth $14K as of Q2 2026.
  • Ulland Investment Advisors 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 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • Ulland Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 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 Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.