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

Axxcess 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 		$2.18M Buy
+13,299
New +$2.11M 0.03% 379
2026
Q1 		– Sell
-13,373
Closed -$1.99M – 699
2025
Q4 		$1.99M Sell
13,373
-44
-0.3% -$6.49K 0.03% 381
2025
Q3 		$1.95M Sell
13,417
-1,318
-9% -$185K 0.04% 318
2025
Q2 		$1.99M Buy
14,735
+2,616
+22% +$326K 0.05% 297
2025
Q1 		$1.48M Sell
12,119
-2,738
-18% -$353K 0.04% 312
2024
Q4 		$1.91M Buy
14,857
+68
+0.5% +$8.8K 0.05% 284
2024
Q3 		$1.86M Buy
14,789
+876
+6% +$106K 0.05% 281
2024
Q2 		$1.65M Buy
13,913
+754
+6% +$86.5K 0.04% 284
2024
Q1 		$1.52M Buy
13,159
+926
+8% +$102K 0.04% 299
2023
Q4 		$1.29M Sell
12,233
-1,867
-13% -$183K 0.04% 314
2023
Q3 		$1.33M Buy
14,100
+3,352
+31% +$329K 0.05% 264
2023
Q2 		$1.05M Buy
10,748
+171
+2% +$15.8K 0.08% 218
2023
Q1 		$958K Buy
10,577
+2,842
+37% +$252K 0.07% 238
2022
Q4 		$656K Buy
7,735
+22
+0.3% +$1.88K 0.05% 303
2022
Q3 		$613K Sell
7,713
-3,693
-32% -$327K 0.06% 272
2022
Q2 		$956K Buy
11,406
+2,418
+27% +$220K 0.09% 193
2022
Q1 		$907K Buy
8,988
+1,898
+27% +$189K 0.07% 238
2021
Q4 		$758K Buy
+7,090
New +$741K 0.06% 271

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 13,299 shares worth $2.18M. The stake represents 0.03% of the portfolio and ranks #379 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ITOT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 18 quarters since. 1,018 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Axxcess Wealth Management held 13,299 shares of iShares Core S&P Total US Stock Market ETF worth $2.18M as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #379 holding.
  • Axxcess Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,018 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.