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49 Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

49 Wealth Management’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 		– Sell
-2,459
Closed -$350K – 235
2026
Q1 		$350K Sell
2,459
-415
-14% -$61.7K 0.03% 139
2025
Q4 		$427K Sell
2,874
-210
-7% -$31K 0.03% 124
2025
Q3 		$449K Buy
3,084
+633
+26% +$88.8K 0.04% 104
2025
Q2 		$331K Buy
2,451
+3
+0.1% +$374 0.04% 125
2025
Q1 		$299K Buy
+2,448
New +$316K 0.04% 137

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

49 Wealth Management's ITOT Position: Q2 2026 in Review

49 Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 2,459 shares — an estimated $350K sold.

49 Wealth Management first reported a position in ITOT in Q1 2025 and held it in 5 quarters. The position peaked at $449K in Q3 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • 49 Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • 49 Wealth Management sold 2,459 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $350K.
  • 49 Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and held it in 5 quarters.
  • 49 Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $449K in Q3 2025.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.