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

Centricity 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
2025
Q2 		$838K Hold
6,202
– – 0.67% 31
2025
Q1 		$757K Hold
6,202
– – 0.69% 30
2024
Q4 		$798K Buy
+6,202
New +$803K 0.74% 27

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Centricity Wealth Management's ITOT Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2025 at 6,202 shares worth $838K. The position accounts for 0.67% of the portfolio, ranked #31.

Centricity Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 3 quarters since. 1,472 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Centricity Wealth Management held 6,202 shares of iShares Core S&P Total US Stock Market ETF worth $838K as of Q2 2025.
  • Centricity Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2025.
  • iShares Core S&P Total US Stock Market ETF made up 0.67% of Centricity Wealth Management's portfolio in Q2 2025, its #31 holding.
  • Centricity Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.