Valley National Advisers’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Valley National Advisers’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	$60.8K	Hold	370	–	–	0.01%	385
2026 Q1	$52K	Hold	370	–	–	0.01%	404
2025 Q4	$55K	Hold	370	–	–	0.01%	389
2025 Q3	$53K	Hold	370	–	–	0.01%	374
2025 Q2	$49K	Sell	370 -4	-1%	-$499	0.01%	380
2025 Q1	$45K	Buy	374 +4	+1%	+$516	0.01%	390
2024 Q4	$47K	Hold	370	–	–	0.01%	362
2024 Q3	$46K	Sell	370 -150	-29%	-$18.2K	0.01%	364
2024 Q2	$61K	Hold	520	–	–	0.01%	366
2024 Q1	$59K	Hold	520	–	–	0.01%	390
2023 Q4	$54K	Sell	520 -59	-10%	-$5.78K	0.01%	389
2023 Q3	$55K	Hold	579	–	–	0.01%	374
2023 Q2	$57K	Hold	579	–	–	0.01%	373
2023 Q1	$53K	Sell	579 -37	-6%	-$3.29K	0.01%	375
2022 Q4	$54K	Hold	616	–	–	0.01%	374
2022 Q3	$51K	Sell	616 -34	-5%	-$3.01K	0.01%	373
2022 Q2	$56K	Hold	650	–	–	0.01%	342
2022 Q1	$66K	Hold	650	–	–	0.01%	332
2021 Q4	$70K	Hold	650	–	–	0.01%	322
2021 Q3	$64K	Buy	650 +34	+6%	+$3.44K	0.01%	324
2021 Q2	$61K	Hold	616	–	–	0.01%	324
2021 Q1	$56K	Buy	616 +272	+79%	+$24.4K	0.01%	323
2020 Q4	$30K	Hold	344	–	–	0.01%	378
2020 Q3	$26K	Hold	344	–	–	0.01%	356
2020 Q2	$24K	Sell	344 -1,079	-76%	-$70.5K	0.01%	371
2020 Q1	$81K	Hold	1,423	–	–	0.02%	228
2019 Q4	$103K	Buy	1,423 +1,208	+562%	+$84.1K	0.03%	244
2019 Q3	$14K	Buy	+215	New	+$14.4K	﹤0.01%	473

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

Valley National Advisers's ITOT Position: Q2 2026 in Review

Valley National Advisers held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 370 shares worth $60.8K. The position accounts for 0.01% of the portfolio, ranked #385.

Valley National Advisers first reported a position in ITOT in Q3 2019 and has held it in 28 quarters since. The position peaked at $103K in Q4 2019. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Valley National Advisers held 370 shares of iShares Core S&P Total US Stock Market ETF worth $60.8K as of Q2 2026.
Valley National Advisers 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 Valley National Advisers's portfolio in Q2 2026, its #385 holding.
Valley National Advisers first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
Valley National Advisers's iShares Core S&P Total US Stock Market ETF position peaked at $103K in Q4 2019.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.