AWM
ITOT icon

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

Accurate 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 		$2.67M Sell
16,151
-6,228
-28% -$989K 0.26% 90
2026
Q1 		$3.33M Sell
22,379
-13,299
-37% -$1.98M 0.4% 47
2025
Q4 		$5.42M Buy
35,678
+592
+2% +$87.4K 0.69% 24
2025
Q3 		$5.09M Buy
35,086
+1,155
+3% +$162K 0.68% 24
2025
Q2 		$4.65M Buy
33,931
+27,844
+457% +$3.47M 0.71% 23
2025
Q1 		$706K Sell
6,087
-4,904
-45% -$632K 0.13% 156
2024
Q4 		$1.4M Sell
10,991
-27,361
-71% -$3.54M 0.27% 92
2024
Q3 		$4.87M Sell
38,352
-3,298
-8% -$399K 0.98% 17
2024
Q2 		$5.12M Buy
41,650
+39,642
+1,974% +$4.55M 1.23% 14
2024
Q1 		$218K Sell
2,008
-39,617
-95% -$4.34M 0.06% 273
2023
Q4 		$4.37M Buy
41,625
+39,364
+1,741% +$3.86M 1.36% 11
2023
Q3 		$217K Sell
2,261
-48,657
-96% -$4.78M 0.07% 248
2023
Q2 		$5.06M Sell
50,918
-7,906
-13% -$731K 1.58% 10
2023
Q1 		$5.31M Buy
58,824
+58,083
+7,838% +$5.16M 1.83% 12
2022
Q4 		$64.3K Sell
741
-1,693
-70% -$144K 0.02% 397
2022
Q3 		$200K Buy
+2,434
New +$215K 0.08% 181
2022
Q2 		– Sell
-71,747
Closed -$7.24M – 173
2022
Q1 		$7.24M Buy
71,747
+63,612
+782% +$6.34M 3.24% 7
2021
Q4 		$863K Buy
+8,135
New +$850K 0.71% 32
2021
Q3 		– Sell
-35,494
Closed -$3.5M – 143
2021
Q2 		$3.5M Buy
+35,494
New +$3.41M 3.08% 6

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
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
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

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. 578 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.
  • 578 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.