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

Abound 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 		$7.78M Buy
47,390
+784
+2% +$124K 1.55% 17
2026
Q1 		$6.64M Buy
46,606
+8,691
+23% +$1.29M 1.51% 17
2025
Q4 		$5.64M Buy
37,915
+1,112
+3% +$164K 1.32% 17
2025
Q3 		$5.36M Buy
36,803
+216
+0.6% +$30.3K 1.34% 16
2025
Q2 		$4.94M Buy
36,587
+17,926
+96% +$2.24M 1.4% 15
2025
Q1 		$2.28M Buy
18,661
+28
+0.2% +$3.61K 0.76% 19
2024
Q4 		$2.4M Buy
18,633
+5,482
+42% +$710K 0.77% 19
2024
Q3 		$1.65M Sell
13,151
-151
-1% -$18.3K 0.55% 24
2024
Q2 		$1.58M Sell
13,302
-85
-0.6% -$9.76K 0.58% 22
2024
Q1 		$1.54M Buy
13,387
+95
+0.7% +$10.4K 0.59% 22
2023
Q4 		$1.4M Buy
13,292
+1,571
+13% +$154K 0.56% 22
2023
Q3 		$1.1M Hold
11,721
– – 0.47% 24
2023
Q2 		$1.15M Sell
11,721
-29
-0.2% -$2.68K 0.48% 23
2023
Q1 		$1.06M Buy
11,750
+304
+3% +$27K 0.48% 27
2022
Q4 		$971K Sell
11,446
-17,575
-61% -$1.5M 0.48% 25
2022
Q3 		$2.31M Sell
29,021
-12,690
-30% -$1.12M 1.25% 17
2022
Q2 		$3.49M Buy
41,711
+32,838
+370% +$2.99M 1.95% 12
2022
Q1 		$896K Buy
8,873
+8,452
+2,008% +$843K 0.65% 23
2021
Q4 		$45K Buy
+421
New +$44K 0.04% 68

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

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

Abound Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.7% in Q2 2026, buying an estimated $124K and bringing the position to 47,390 shares worth $7.78M. The position accounts for 1.55% of the portfolio, ranked #17.

Abound Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Abound Wealth Management held 47,390 shares of iShares Core S&P Total US Stock Market ETF worth $7.78M as of Q2 2026.
  • Abound Wealth Management bought 784 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 1.55% of Abound Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Abound Wealth Management 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.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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