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

Vista Capital Partners’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	$474K	Buy	2,888 +13	+0.5%	+$2.06K	0.04%	102
2026 Q1	$409K	Sell	2,875 -1,130	-28%	-$168K	0.04%	97
2025 Q4	$595K	Buy	4,005 +513	+15%	+$75.7K	0.06%	78
2025 Q3	$509K	Sell	3,492 -37	-1%	-$5.19K	0.05%	78
2025 Q2	$477K	Hold	3,529	–	–	0.05%	70
2025 Q1	$431K	Hold	3,529	–	–	0.05%	61
2024 Q4	$454K	Buy	3,529 +500	+17%	+$64.7K	0.05%	61
2024 Q3	$380K	Sell	3,029 -904	-23%	-$109K	0.04%	70
2024 Q2	$467K	Sell	3,933 -587	-13%	-$67.4K	0.06%	51
2024 Q1	$521K	Sell	4,520 -122	-3%	-$13.4K	0.07%	45
2023 Q4	$488K	Buy	4,642 +273	+6%	+$26.8K	0.07%	48
2023 Q3	$412K	Sell	4,369 -2,215	-34%	-$218K	0.06%	49
2023 Q2	$644K	Hold	6,584	–	–	0.09%	39
2023 Q1	$596K	Sell	6,584 -2,598	-28%	-$231K	0.09%	41
2022 Q4	$779K	Sell	9,182 -1,990	-18%	-$170K	0.12%	29
2022 Q3	$889K	Sell	11,172 -730	-6%	-$64.5K	0.15%	24
2022 Q2	$997K	Hold	11,902	–	–	0.16%	22
2022 Q1	$1.2M	Buy	11,902 +1,573	+15%	+$157K	0.16%	23
2021 Q4	$1.1M	Hold	10,329	–	–	0.14%	25
2021 Q3	$1.02M	Hold	10,329	–	–	0.15%	24
2021 Q2	$1.02M	Hold	10,329	–	–	0.15%	21
2021 Q1	$946K	Hold	10,329	–	–	0.15%	24
2020 Q4	$891K	Sell	10,329 -1,118	-10%	-$90.6K	0.15%	23
2020 Q3	$864K	Hold	11,447	–	–	0.16%	20
2020 Q2	$795K	Hold	11,447	–	–	0.15%	20
2020 Q1	$654K	Hold	11,447	–	–	0.16%	27
2019 Q4	$832K	Hold	11,447	–	–	0.16%	30
2019 Q3	$768K	Hold	11,447	–	–	0.15%	28
2019 Q2	$763K	Buy	+11,447	New	+$750K	0.15%	27

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

Vista Capital Partners's ITOT Position: Q2 2026 in Review

Vista Capital Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.45% in Q2 2026, buying an estimated $2.06K and bringing the position to 2,888 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #102.

Vista Capital Partners first reported a position in ITOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.2M in Q1 2022. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Vista Capital Partners held 2,888 shares of iShares Core S&P Total US Stock Market ETF worth $474K as of Q2 2026.
Vista Capital Partners bought 13 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.06K.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Vista Capital Partners's portfolio in Q2 2026, its #102 holding.
Vista Capital Partners 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.
Vista Capital Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.2M in Q1 2022.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.