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

Atticus 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	$407K	Buy	2,478 +3	+0.1%	+$476	0.1%	128
2026 Q1	$352K	Buy	2,475 +3	+0.1%	+$446	0.1%	134
2025 Q4	$368K	Sell	2,472 -26	-1%	-$3.84K	0.09%	135
2025 Q3	$364K	Buy	2,498 +4	+0.2%	+$561	0.09%	142
2025 Q2	$337K	Buy	2,494 +4	+0.2%	+$499	0.09%	118
2025 Q1	$304K	Buy	2,490 +4	+0.2%	+$516	0.1%	98
2024 Q4	$320K	Sell	2,486 -155	-6%	-$20.1K	0.1%	92
2024 Q3	$332K	Buy	2,641 +246	+10%	+$29.8K	0.11%	89
2024 Q2	$285K	Buy	2,395 +3	+0.1%	+$344	0.09%	93
2024 Q1	$276K	Buy	2,392 +13	+0.5%	+$1.43K	0.09%	103
2023 Q4	$250K	Buy	2,379 +11	+0.5%	+$1.08K	0.09%	111
2023 Q3	$223K	Buy	2,368 +170	+8%	+$16.7K	0.09%	119
2023 Q2	$215K	Buy	2,198 +178	+9%	+$16.5K	0.08%	124
2023 Q1	$183K	Sell	2,020 -1,647	-45%	-$146K	0.07%	136
2022 Q4	$311K	Buy	3,667 +611	+20%	+$52.1K	0.13%	100
2022 Q3	$256K	Hold	3,056	–	–	0.12%	101
2022 Q2	$256K	Buy	3,056 +176	+6%	+$16K	0.11%	116
2022 Q1	$291K	Buy	2,880 +1,830	+174%	+$182K	0.11%	118
2021 Q4	$112K	Buy	1,050 +7	+0.7%	+$732	0.04%	162
2021 Q3	$103K	Hold	1,043	–	–	0.05%	165
2021 Q2	$103K	Buy	1,043 +6	+0.6%	+$577	0.04%	163
2021 Q1	$95K	Hold	1,037	–	–	0.05%	162
2020 Q4	$89K	Buy	1,037 +4	+0.4%	+$324	0.04%	161
2020 Q3	$78K	Buy	1,033 +5	+0.5%	+$373	0.05%	151
2020 Q2	$71K	Buy	1,028 +9	+0.9%	+$588	0.05%	147
2020 Q1	$58K	Hold	1,019	–	–	0.05%	165
2019 Q4	$74K	Buy	+1,019	New	+$70.9K	0.05%	153

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

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

Atticus Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.12% in Q2 2026, buying an estimated $476 and bringing the position to 2,478 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #128.

Atticus Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 27 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Atticus Wealth Management held 2,478 shares of iShares Core S&P Total US Stock Market ETF worth $407K as of Q2 2026.
Atticus Wealth Management bought 3 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $476.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Atticus Wealth Management's portfolio in Q2 2026, its #128 holding.
Atticus Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 27 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 Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.