5W
ITOT icon

5T Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

5T Wealth’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 		$912K Sell
5,549
-779
-12% -$124K 0.34% 73
2026
Q1 		$901K Buy
6,328
+133
+2% +$19.8K 0.36% 69
2025
Q4 		$921K Buy
6,195
+289
+5% +$42.7K 0.37% 64
2025
Q3 		$860K Buy
5,906
+781
+15% +$110K 0.38% 63
2025
Q2 		$692K Sell
5,125
-504
-9% -$62.9K 0.33% 66
2025
Q1 		$687K Buy
5,629
+532
+10% +$68.6K 0.37% 66
2024
Q4 		$656K Buy
+5,097
New +$660K 0.36% 62

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

5T Wealth's ITOT Position: Q2 2026 in Review

5T Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, selling an estimated $124K and leaving 5,549 shares worth $912K. The position accounts for 0.34% of the portfolio, ranked #73.

5T Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $921K in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • 5T Wealth held 5,549 shares of iShares Core S&P Total US Stock Market ETF worth $912K as of Q2 2026.
  • 5T Wealth sold 779 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $124K.
  • iShares Core S&P Total US Stock Market ETF made up 0.34% of 5T Wealth's portfolio in Q2 2026, its #73 holding.
  • 5T Wealth 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.
  • 5T Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $921K in Q4 2025.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.