Valeo Financial Advisors’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 | $3.82M | Buy |
23,253
+9,285
| +66% | +$1.47M | 0.08% | 113 |
|
|
2026
Q1 | $1.99M | Buy |
13,968
+39
| +0.3% | +$5.8K | 0.05% | 161 |
|
|
2025
Q4 | $2.07M | Sell |
13,929
-408
| -3% | -$60.2K | 0.05% | 171 |
|
|
2025
Q3 | $2.09M | Sell |
14,337
-1,022
| -7% | -$143K | 0.05% | 167 |
|
|
2025
Q2 | $2.07M | Buy |
15,359
+678
| +5% | +$84.6K | 0.05% | 163 |
|
|
2025
Q1 | $1.79M | Buy |
14,681
+70
| +0.5% | +$9.02K | 0.05% | 175 |
|
|
2024
Q4 | $1.88M | Sell |
14,611
-2,786
| -16% | -$361K | 0.05% | 159 |
|
|
2024
Q3 | $2.19M | Buy |
17,397
+493
| +3% | +$59.7K | 0.06% | 142 |
|
|
2024
Q2 | $2.01M | Sell |
16,904
-7
| -0% | -$803 | 0.06% | 144 |
|
|
2024
Q1 | $1.88M | Sell |
16,911
-2,711
| -14% | -$297K | 0.07% | 152 |
|
|
2023
Q4 | $2.06M | Buy |
19,622
+226
| +1% | +$22.1K | 0.08% | 132 |
|
|
2023
Q3 | $1.83M | Sell |
19,396
-3,529
| -15% | -$347K | 0.08% | 134 |
|
|
2023
Q2 | $2.24M | Buy |
22,925
+3,773
| +20% | +$349K | 0.1% | 112 |
|
|
2023
Q1 | $1.73M | Sell |
19,152
-113
| -0.6% | -$10K | 0.08% | 143 |
|
|
2022
Q4 | $1.63M | Buy |
19,265
+2,555
| +15% | +$218K | 0.09% | 133 |
|
|
2022
Q3 | $1.33M | Buy |
16,710
+1,188
| +8% | +$105K | 0.08% | 141 |
|
|
2022
Q2 | $1.3M | Sell |
15,522
-134
| -0.9% | -$12.2K | 0.08% | 138 |
|
|
2022
Q1 | $1.58M | Buy |
15,656
+4,077
| +35% | +$407K | 0.08% | 145 |
|
|
2021
Q4 | $1.24M | Buy |
11,579
+128
| +1% | +$13.4K | 0.07% | 159 |
|
|
2021
Q3 | $1.13M | Sell |
11,451
-93
| -0.8% | -$9.4K | 0.06% | 172 |
|
|
2021
Q2 | $1.14M | Buy |
11,544
+2,232
| +24% | +$215K | 0.07% | 152 |
|
|
2021
Q1 | $853K | Buy |
9,312
+1
| +0% | +$90 | 0.04% | 191 |
|
|
2020
Q4 | $803K | Buy |
9,311
+3
| +0% | +$243 | 0.04% | 179 |
|
|
2020
Q3 | $703K | Sell |
9,308
-4,049
| -30% | -$302K | 0.06% | 156 |
|
|
2020
Q2 | $927K | Buy |
13,357
+485
| +4% | +$31.7K | 0.08% | 134 |
|
|
2020
Q1 | $795K | Sell |
12,872
-543
| -4% | -$37.3K | 0.08% | 140 |
|
|
2019
Q4 | $975K | Buy |
13,415
+4,482
| +50% | +$312K | 0.09% | 133 |
|
|
2019
Q3 | $599K | Sell |
8,933
-533
| -6% | -$35.7K | 0.07% | 158 |
|
|
2019
Q2 | $631K | Buy |
9,466
+774
| +9% | +$50.7K | 0.07% | 164 |
|
|
2019
Q1 | $560K | Buy |
8,692
+1
| +0% | +$62 | 0.07% | 166 |
|
|
2018
Q4 | $493K | Sell |
8,691
-119
| -1% | -$7.31K | 0.07% | 169 |
|
|
2018
Q3 | $544K | Buy |
8,810
+12
| +0.1% | +$786 | 0.07% | 168 |
|
|
2018
Q2 | $571K | Buy |
8,798
+5,114
| +139% | +$318K | 0.08% | 156 |
|
|
2018
Q1 | $223K | Sell |
3,684
-131
| -3% | -$8.18K | 0.04% | 243 |
|
|
2017
Q4 | $233K | Buy |
3,815
+128
| +3% | +$7.63K | 0.04% | 224 |
|
|
2017
Q3 | $212K | Buy |
+3,687
| New | +$208K | 0.05% | 195 |
|
Other funds holding ITOT
FPAS
Valeo Financial Advisors's ITOT Position: Q2 2026 in Review
Valeo Financial Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 66% in Q2 2026, buying an estimated $1.47M and bringing the position to 23,253 shares worth $3.82M. The position accounts for 0.08% of the portfolio, ranked #113.
Valeo Financial Advisors first reported a position in ITOT in Q3 2017 and has held it in 36 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Valeo Financial Advisors held 23,253 shares of iShares Core S&P Total US Stock Market ETF worth $3.82M as of Q2 2026.
- Valeo Financial Advisors bought 9,285 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.47M.
- iShares Core S&P Total US Stock Market ETF made up 0.08% of Valeo Financial Advisors's portfolio in Q2 2026, its #113 holding.
- Valeo Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 36 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.