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

BlackDiamond 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	$6.85M	Buy	40,429 +2,017	+5%	+$320K	2.75%	6
2026 Q1	$5.47M	Sell	38,412 -274	-0.7%	-$40.7K	2.63%	5
2025 Q4	$5.88M	Buy	38,686 +3,109	+9%	+$459K	2.86%	5
2025 Q3	$5.18M	Sell	35,577 -615	-2%	-$86.2K	2.83%	5
2025 Q2	$4.89M	Sell	36,192 -3,174	-8%	-$396K	2.82%	5
2025 Q1	$4.86M	Buy	39,366 +1,970	+5%	+$254K	3.28%	5
2024 Q4	$4.81M	Sell	37,396 -290	-0.8%	-$37.5K	2.78%	5
2024 Q3	$4.96M	Sell	37,686 -1,368	-4%	-$166K	3%	4
2024 Q2	$4.54M	Buy	39,054 +1,552	+4%	+$178K	2.99%	3
2024 Q1	$4.32M	Sell	37,502 -9,183	-20%	-$1.01M	3.08%	3
2023 Q4	$5.05M	Sell	46,685 -4,954	-10%	-$485K	3.71%	3
2023 Q3	$4.7M	Buy	51,639 +4,544	+10%	+$447K	4.25%	3
2023 Q2	$4.74M	Buy	47,095 +1,247	+3%	+$115K	4.01%	4
2023 Q1	$4.1M	Sell	45,848 -4,293	-9%	-$381K	4.2%	6
2022 Q4	$4.35M	Sell	50,141 -908	-2%	-$77.5K	4.93%	4
2022 Q3	$4.36M	Buy	51,049 +5,345	+12%	+$473K	5.25%	4
2022 Q2	$4.02M	Buy	45,704 +503	+1%	+$45.8K	5.01%	2
2022 Q1	$4.56M	Sell	45,201 -1,224	-3%	-$122K	5.45%	1
2021 Q4	$4.97M	Buy	+46,425	New	+$4.85M	5.7%	1

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

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

BlackDiamond Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.3% in Q2 2026, buying an estimated $320K and bringing the position to 40,429 shares worth $6.85M. The position accounts for 2.75% of the portfolio, ranked #6.

BlackDiamond Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

BlackDiamond Wealth Management held 40,429 shares of iShares Core S&P Total US Stock Market ETF worth $6.85M as of Q2 2026.
BlackDiamond Wealth Management bought 2,017 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $320K.
iShares Core S&P Total US Stock Market ETF made up 2.75% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #6 holding.
BlackDiamond Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.