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

Connecticut 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 		$222K Buy
+1,353
New +$215K 0.01% 324
2026
Q1 		– Sell
-1,347
Closed -$200K – 333
2025
Q4 		$200K Buy
+1,347
New +$199K 0.01% 313

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Connecticut Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,353 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in ITOT as recently as Q4 2025.

Connecticut Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Connecticut Wealth Management held 1,353 shares of iShares Core S&P Total US Stock Market ETF worth $222K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Connecticut Wealth Management position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Connecticut Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.