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

Accel 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	$283K	Hold	1,725	–	–	0.06%	235
2026 Q1	$246K	Hold	1,725	–	–	0.06%	234
2025 Q4	$256K	Hold	1,725	–	–	0.07%	226
2025 Q3	$251K	Buy	1,725 +14	+0.8%	+$1.96K	0.07%	227
2025 Q2	$231K	Buy	1,711 +57	+3%	+$7.11K	0.08%	224
2025 Q1	$202K	Hold	1,654	–	–	0.07%	239
2024 Q4	$213K	Hold	1,654	–	–	0.08%	227
2024 Q3	$208K	Buy	+1,654	New	+$200K	0.08%	234

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

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

Accel Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,725 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #235.

Accel Wealth Management first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Accel Wealth Management held 1,725 shares of iShares Core S&P Total US Stock Market ETF worth $283K as of Q2 2026.
Accel Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Accel Wealth Management's portfolio in Q2 2026, its #235 holding.
Accel Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 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 Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.