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

Abundance Wealth Counselors’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	$283K	Buy	+1,725	New	+$274K	0.02%	240
2026 Q1	–	Sell	-2,303	Closed	-$342K	–	252
2025 Q4	$342K	Buy	+2,303	New	+$340K	0.06%	135
2025 Q1	–	Sell	-7,232	Closed	-$930K	–	154
2024 Q4	$930K	Buy	+7,232	New	+$936K	0.2%	84
2024 Q1	–	Sell	-7,703	Closed	-$811K	–	142
2023 Q4	$811K	Buy	+7,703	New	+$755K	0.21%	75
2023 Q1	–	Sell	-9,350	Closed	-$793K	–	153
2022 Q4	$793K	Buy	+9,350	New	+$798K	0.22%	73
2021 Q3	–	Sell	-4,540	Closed	-$448K	–	76
2021 Q2	$448K	Sell	4,540 -645	-12%	-$62K	0.12%	76
2021 Q1	$475K	Sell	5,185 -260	-5%	-$23.3K	0.12%	66
2020 Q4	$469K	Hold	5,445	–	–	0.12%	68
2020 Q3	$411K	Hold	5,445	–	–	0.12%	67
2020 Q2	$378K	Sell	5,445 -9	-0.2%	-$588	0.11%	67
2020 Q1	$312K	Sell	5,454 -12,750	-70%	-$875K	0.11%	27
2019 Q4	$1.32M	Buy	18,204 +11,287	+163%	+$785K	0.37%	14
2019 Q3	$464K	Sell	6,917 -169	-2%	-$11.3K	0.14%	17
2019 Q2	$472K	Sell	7,086 -2,134	-23%	-$140K	0.15%	17
2019 Q1	$594K	Sell	9,220 -629	-6%	-$39K	0.2%	16
2018 Q4	$559K	Buy	+9,849	New	+$605K	0.21%	16

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

Abundance Wealth Counselors's ITOT Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,725 shares worth $283K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in ITOT as recently as Q4 2025.

Abundance Wealth Counselors first reported a position in ITOT in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2019. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Abundance Wealth Counselors held 1,725 shares of iShares Core S&P Total US Stock Market ETF worth $283K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Abundance Wealth Counselors position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #240 holding.
Abundance Wealth Counselors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 16 quarters since.
Abundance Wealth Counselors's iShares Core S&P Total US Stock Market ETF position peaked at $1.32M in Q4 2019.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.