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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.76M Buy
16,773
+475
+3% +$75.4K 2.06% 8
2026
Q1
$2.34M Buy
16,298
+402
+3% +$59.8K 2.04% 10
2025
Q4
$2.36M Buy
+15,896
New +$2.35M 2.04% 10

Other funds holding ITOT

Asempa Wealth Advisors's ITOT Position: Q2 2026 in Review

Asempa Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.9% in Q2 2026, buying an estimated $75.4K and bringing the position to 16,773 shares worth $2.76M. The position accounts for 2.06% of the portfolio, ranked #8.

Asempa Wealth Advisors first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Asempa Wealth Advisors held 16,773 shares of iShares Core S&P Total US Stock Market ETF worth $2.76M as of Q2 2026.
  • Asempa Wealth Advisors bought 475 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $75.4K.
  • iShares Core S&P Total US Stock Market ETF made up 2.06% of Asempa Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Asempa Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Asempa Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.