Accurate Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Accurate Wealth Management's ITOT Position: Q2 2026 in Review
Accurate Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 28% in Q2 2026, selling an estimated $989K and leaving 16,151 shares worth $2.67M. The position accounts for 0.26% of the portfolio, ranked #90.
Accurate Wealth Management first reported a position in ITOT in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.24M in Q1 2022. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Accurate Wealth Management held 16,151 shares of iShares Core S&P Total US Stock Market ETF worth $2.67M as of Q2 2026.
- Accurate Wealth Management sold 6,228 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $989K.
- iShares Core S&P Total US Stock Market ETF made up 0.26% of Accurate Wealth Management's portfolio in Q2 2026, its #90 holding.
- Accurate Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 19 quarters since.
- Accurate Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $7.24M in Q1 2022.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.