Your Advocates Ltd’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Your Advocates Ltd’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	$119K	Hold	727	–	–	0.03%	36
2026 Q1	$104K	Sell	727 -146	-17%	-$21.7K	0.03%	41
2025 Q4	$130K	Buy	873 +146	+20%	+$21.5K	0.04%	33
2025 Q3	$106K	Hold	727	–	–	0.04%	38
2025 Q2	$98.2K	Sell	727 -48	-6%	-$5.99K	0.04%	37
2025 Q1	$94.6K	Hold	775	–	–	0.04%	38
2024 Q4	$99.7K	Hold	775	–	–	0.04%	35
2024 Q3	$97.4K	Sell	775 -110	-12%	-$13.3K	0.04%	38
2024 Q2	$105K	Hold	885	–	–	0.04%	36
2024 Q1	$102K	Hold	885	–	–	0.04%	36
2023 Q4	$93.1K	Sell	885 -24	-3%	-$2.35K	0.04%	37
2023 Q3	$85.6K	Sell	909 -530	-37%	-$52.1K	0.05%	43
2023 Q2	$141K	Hold	1,439	–	–	0.07%	35
2023 Q1	$130K	Buy	1,439 +1,045	+265%	+$92.8K	0.07%	35
2022 Q4	$33.4K	Hold	394	–	–	0.02%	57
2022 Q3	$31K	Hold	394	–	–	0.02%	56
2022 Q2	$33K	Hold	394	–	–	0.02%	56
2022 Q1	$40K	Hold	394	–	–	0.02%	52
2021 Q4	$42K	Hold	394	–	–	0.02%	49
2021 Q3	$39K	Hold	394	–	–	0.03%	47
2021 Q2	$39K	Hold	394	–	–	0.03%	45
2021 Q1	$36K	Sell	394 -40	-9%	-$3.59K	0.03%	43
2020 Q4	$37K	Hold	434	–	–	0.03%	44
2020 Q3	$33K	Buy	+434	New	+$32.4K	0.03%	42

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

Your Advocates Ltd's ITOT Position: Q2 2026 in Review

Your Advocates Ltd held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 727 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #36.

Your Advocates Ltd first reported a position in ITOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $141K in Q2 2023. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Your Advocates Ltd held 727 shares of iShares Core S&P Total US Stock Market ETF worth $119K as of Q2 2026.
Your Advocates Ltd 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 0.03% of Your Advocates Ltd's portfolio in Q2 2026, its #36 holding.
Your Advocates Ltd first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
Your Advocates Ltd's iShares Core S&P Total US Stock Market ETF position peaked at $141K in Q2 2023.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.