AWM
ITOT icon

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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 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. 643 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.
  • 643 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.