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

Centurion 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	$305K	Sell	1,855 -882	-32%	-$140K	0.07%	222
2026 Q1	$390K	Sell	2,737 -97	-3%	-$14.4K	0.09%	197
2025 Q4	$421K	Buy	2,834 +5	+0.2%	+$738	0.09%	178
2025 Q3	$412K	Buy	2,829 +4	+0.1%	+$561	0.09%	180
2025 Q2	$382K	Buy	2,825 +93	+3%	+$11.6K	0.11%	151
2025 Q1	$351K	Hold	2,732	–	–	0.11%	136
2024 Q4	$351K	Sell	2,732 -85	-3%	-$11K	0.11%	136
2024 Q3	$354K	Buy	+2,817	New	+$341K	0.11%	134
2024 Q1	$332K	Sell	2,875 -4,869	-63%	-$534K	0.13%	113
2023 Q4	$815K	Buy	7,744 +11	+0.1%	+$1.08K	0.35%	53
2023 Q3	$728K	Sell	7,733 -14,308	-65%	-$1.41M	0.36%	53
2023 Q2	$2.16M	Buy	22,041 +48	+0.2%	+$4.44K	1.04%	23
2023 Q1	$1.99M	Sell	21,993 -41,425	-65%	-$3.68M	1.01%	25
2022 Q4	$5.38M	Buy	+63,418	New	+$5.41M	3.03%	7

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

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

Centurion Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 32% in Q2 2026, selling an estimated $140K and leaving 1,855 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #222.

Centurion Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.38M in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Centurion Wealth Management held 1,855 shares of iShares Core S&P Total US Stock Market ETF worth $305K as of Q2 2026.
Centurion Wealth Management sold 882 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $140K.
iShares Core S&P Total US Stock Market ETF made up 0.07% of Centurion Wealth Management's portfolio in Q2 2026, its #222 holding.
Centurion Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $5.38M in Q4 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.