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

Adams 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	$782K	Sell	4,760 -488	-9%	-$77.5K	0.15%	86
2026 Q1	$747K	Sell	5,248 -1,254	-19%	-$186K	0.16%	74
2025 Q4	$967K	Buy	6,502 +243	+4%	+$35.9K	0.21%	71
2025 Q3	$912K	Sell	6,259 -1,468	-19%	-$206K	0.2%	70
2025 Q2	$1.04M	Sell	7,727 -1,133	-13%	-$141K	0.2%	69
2025 Q1	$1.08M	Sell	8,860 -14	-0.2%	-$1.8K	0.21%	65
2024 Q4	$1.14M	Sell	8,874 -256	-3%	-$33.1K	0.22%	60
2024 Q3	$1.15M	Sell	9,130 -304	-3%	-$36.8K	0.25%	55
2024 Q2	$1.12M	Sell	9,434 -4,072	-30%	-$467K	0.26%	53
2024 Q1	$1.56M	Sell	13,506 -5,919	-30%	-$649K	0.38%	48
2023 Q4	$2.04M	Sell	19,425 -9,280	-32%	-$909K	0.6%	26
2023 Q3	$2.7M	Sell	28,705 -257	-0.9%	-$25.3K	0.92%	19
2023 Q2	$2.83M	Sell	28,962 -2,524	-8%	-$233K	0.88%	21
2023 Q1	$2.85M	Sell	31,486 -1,293	-4%	-$115K	0.92%	23
2022 Q4	$2.78M	Buy	32,779 +66	+0.2%	+$5.63K	0.98%	16
2022 Q3	$2.6M	Sell	32,713 -28,237	-46%	-$2.5M	0.97%	14
2022 Q2	$5.11M	Sell	60,950 -8,400	-12%	-$765K	1.94%	8
2022 Q1	$7M	Buy	69,350 +655	+1%	+$65.3K	2.29%	9
2021 Q4	$7.35M	Buy	68,695 +4,885	+8%	+$511K	2.16%	10
2021 Q3	$6.28M	Buy	63,810 +2,236	+4%	+$226K	2.37%	8
2021 Q2	$6.08M	Buy	61,574 +3,972	+7%	+$382K	2.59%	8
2021 Q1	$5.28M	Buy	57,602 +33,889	+143%	+$3.04M	2.43%	7
2020 Q4	$2.04M	Buy	23,713 +7,841	+49%	+$635K	1.29%	12
2020 Q3	$1.2M	Buy	15,872 +4,704	+42%	+$351K	0.93%	14
2020 Q2	$776K	Buy	+11,168	New	+$730K	0.79%	23

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

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

Adams Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.3% in Q2 2026, selling an estimated $77.5K and leaving 4,760 shares worth $782K. The position accounts for 0.15% of the portfolio, ranked #86.

Adams Wealth Management first reported a position in ITOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.35M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Adams Wealth Management held 4,760 shares of iShares Core S&P Total US Stock Market ETF worth $782K as of Q2 2026.
Adams Wealth Management sold 488 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $77.5K.
iShares Core S&P Total US Stock Market ETF made up 0.15% of Adams Wealth Management's portfolio in Q2 2026, its #86 holding.
Adams Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
Adams Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $7.35M in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.