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

Avid Wealth Partners’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	$575K	Sell	3,498 -132	-4%	-$21K	0.28%	39
2026 Q1	$517K	Buy	+3,630	New	+$540K	0.24%	43
2025 Q2	–	Sell	-7,775	Closed	-$949K	–	57
2025 Q1	$949K	Buy	7,775 +5,352	+221%	+$690K	0.64%	26
2024 Q4	$312K	Sell	2,423 -13	-0.5%	-$1.68K	0.22%	36
2024 Q3	$306K	Buy	2,436 +194	+9%	+$23.5K	0.22%	32
2024 Q2	$266K	Buy	+2,242	New	+$257K	0.21%	32

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

Avid Wealth Partners's ITOT Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.6% in Q2 2026, selling an estimated $21K and leaving 3,498 shares worth $575K. The position accounts for 0.28% of the portfolio, ranked #39.

Avid Wealth Partners first reported a position in ITOT in Q2 2024 and has held it in 6 quarters since. The position peaked at $949K in Q1 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Avid Wealth Partners held 3,498 shares of iShares Core S&P Total US Stock Market ETF worth $575K as of Q2 2026.
Avid Wealth Partners sold 132 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $21K.
iShares Core S&P Total US Stock Market ETF made up 0.28% of Avid Wealth Partners's portfolio in Q2 2026, its #39 holding.
Avid Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
Avid Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $949K in Q1 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.