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Caliber Wealth Management (Kansas)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.76M Buy
10,716
+129
+1% +$20.5K 0.17% 108
2026
Q1 		$1.51M Sell
10,587
-1,018
-9% -$151K 0.17% 108
2025
Q4 		$1.73M Sell
11,605
-389
-3% -$57.4K 0.19% 103
2025
Q3 		$1.75M Sell
11,994
-1,814
-13% -$254K 0.19% 101
2025
Q2 		$1.86M Sell
13,808
-47
-0.3% -$5.87K 0.2% 97
2025
Q1 		$1.69M Buy
+13,855
New +$1.79M 0.23% 103

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

Caliber Wealth Management (Kansas)'s ITOT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $20.5K and bringing the position to 10,716 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #108.

Caliber Wealth Management (Kansas) first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,716 shares of iShares Core S&P Total US Stock Market ETF worth $1.76M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 129 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $20.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.17% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #108 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares Core S&P Total US Stock Market ETF position peaked at $1.86M in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.