Atlantic Edge Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Atlantic Edge Private Wealth Management's ITOT Position: Q2 2026 in Review
Atlantic Edge Private Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 982 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #154.
Atlantic Edge Private Wealth Management first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Atlantic Edge Private Wealth Management held 982 shares of iShares Core S&P Total US Stock Market ETF worth $161K as of Q2 2026.
- Atlantic Edge Private 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 0.03% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #154 holding.
- Atlantic Edge Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.