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

Confluence Wealth Services’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 		$627K Buy
3,814
+1,774
+87% +$282K 0.02% 296
2026
Q1 		$291K Buy
2,040
+16
+0.8% +$2.38K 0.01% 324
2025
Q4 		$301K Sell
2,024
-465
-19% -$68.6K 0.01% 320
2025
Q3 		$363K Hold
2,489
– – 0.02% 291
2025
Q2 		$336K Hold
2,489
– – 0.02% 295
2025
Q1 		$291K Buy
2,489
+3
+0.1% +$387 0.02% 289
2024
Q4 		$334K Sell
2,486
-79
-3% -$10.2K 0.02% 264
2024
Q3 		$322K Sell
2,565
-517
-17% -$62.6K 0.02% 269
2024
Q2 		$366K Buy
3,082
+747
+32% +$85.7K 0.03% 267
2024
Q1 		$269K Buy
+2,335
New +$256K 0.02% 287

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

Confluence Wealth Services's ITOT Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 87% in Q2 2026, buying an estimated $282K and bringing the position to 3,814 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #296.

Confluence Wealth Services first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Confluence Wealth Services held 3,814 shares of iShares Core S&P Total US Stock Market ETF worth $627K as of Q2 2026.
  • Confluence Wealth Services bought 1,774 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $282K.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #296 holding.
  • Confluence Wealth Services first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.