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Brady Martz Wealth Solutions’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Brady Martz Wealth Solutions’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 		$70.5M Buy
429,338
+13,342
+3% +$2.12M 10.65% 1
2026
Q1 		$59.3M Buy
415,996
+11,919
+3% +$1.77M 10.1% 1
2025
Q4 		$60.1M Buy
404,077
+32,423
+9% +$4.79M 10.58% 1
2025
Q3 		$54.1M Buy
371,654
+20,788
+6% +$2.92M 9.83% 1
2025
Q2 		$47.4M Buy
350,866
+148,456
+73% +$18.5M 9.17% 1
2025
Q1 		$24.7M Buy
202,410
+38,132
+23% +$4.91M 5.59% 4
2024
Q4 		$21M Buy
+164,278
New +$21.3M 5.07% 4

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Brady Martz Wealth Solutions's ITOT Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q2 2026, buying an estimated $2.12M and bringing the position to 429,338 shares worth $70.5M. The position accounts for 10.65% of the portfolio, ranked #1.

Brady Martz Wealth Solutions first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Brady Martz Wealth Solutions held 429,338 shares of iShares Core S&P Total US Stock Market ETF worth $70.5M as of Q2 2026.
  • Brady Martz Wealth Solutions bought 13,342 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.12M.
  • iShares Core S&P Total US Stock Market ETF made up 10.65% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #1 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.