ZIG
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Zullo Investment Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Zullo Investment Group’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 		$716K Sell
4,360
-4
-0.1% -$635 0.24% 78
2026
Q1 		$622K Buy
4,364
+21
+0.5% +$3.12K 0.24% 79
2025
Q4 		$646K Sell
4,343
-14
-0.3% -$2.07K 0.24% 76
2025
Q3 		$635K Sell
4,357
-29
-0.7% -$4.07K 0.23% 79
2025
Q2 		$592K Sell
4,386
-18
-0.4% -$2.25K 0.24% 80
2025
Q1 		$537K Sell
4,404
-23
-0.5% -$2.96K 0.23% 84
2024
Q4 		$569K Sell
4,427
-82
-2% -$10.6K 0.23% 78
2024
Q3 		$567K Sell
4,509
-20
-0.4% -$2.42K 0.24% 78
2024
Q2 		$538K Sell
4,529
-204
-4% -$23.4K 0.24% 80
2024
Q1 		$546K Sell
4,733
-39
-0.8% -$4.28K 0.26% 78
2023
Q4 		$502K Sell
4,772
-19
-0.4% -$1.86K 0.26% 80
2023
Q3 		$451K Sell
4,791
-10
-0.2% -$983 0.26% 79
2023
Q2 		$470K Sell
4,801
-130
-3% -$12K 0.27% 78
2023
Q1 		$447K Sell
4,931
-55
-1% -$4.88K 0.28% 79
2022
Q4 		$423K Buy
4,986
+2
+0% +$171 0.26% 78
2022
Q3 		$396K Buy
4,984
+1
+0% +$88 0.26% 75
2022
Q2 		$417K Sell
4,983
-107
-2% -$9.75K 0.26% 77
2022
Q1 		$514K Hold
5,090
– – 0.27% 76
2021
Q4 		$545K Buy
+5,090
New +$532K 0.28% 75

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Zullo Investment Group's ITOT Position: Q2 2026 in Review

Zullo Investment Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, selling an estimated $635 and leaving 4,360 shares worth $716K. The position accounts for 0.24% of the portfolio, ranked #78.

Zullo Investment Group first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Zullo Investment Group held 4,360 shares of iShares Core S&P Total US Stock Market ETF worth $716K as of Q2 2026.
  • Zullo Investment Group sold 4 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $635.
  • iShares Core S&P Total US Stock Market ETF made up 0.24% of Zullo Investment Group's portfolio in Q2 2026, its #78 holding.
  • Zullo Investment Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 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 Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.