YANKCOM Partnership’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

YANKCOM Partnership’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	$575K	Hold	3,500	–	–	0.21%	92
2026 Q1	$499K	Hold	3,500	–	–	0.21%	96
2025 Q4	$520K	Hold	3,500	–	–	0.22%	94
2025 Q3	$510K	Hold	3,500	–	–	0.23%	94
2025 Q2	$473K	Hold	3,500	–	–	0.23%	98
2025 Q1	$427K	Hold	3,500	–	–	0.23%	95
2024 Q4	$450K	Buy	+3,500	New	+$453K	0.24%	94

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 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

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

YANKCOM Partnership's ITOT Position: Q2 2026 in Review

YANKCOM Partnership held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,500 shares worth $575K. The position accounts for 0.21% of the portfolio, ranked #92.

YANKCOM Partnership first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,194 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

YANKCOM Partnership held 3,500 shares of iShares Core S&P Total US Stock Market ETF worth $575K as of Q2 2026.
YANKCOM Partnership 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 0.21% of YANKCOM Partnership's portfolio in Q2 2026, its #92 holding.
YANKCOM Partnership first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,194 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.