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

Correct Capital 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	$89.7M	Buy	546,145 +91,199	+20%	+$14.5M	15.47%	1
2026 Q1	$64.8M	Buy	454,946 +416,182	+1,074%	+$61.9M	12.1%	2
2025 Q4	$5.76M	Buy	38,764 +12,876	+50%	+$1.9M	1.08%	15
2025 Q3	$3.77M	Buy	25,888 +3,204	+14%	+$449K	0.62%	24
2025 Q2	$3.06M	Sell	22,684 -50	-0.2%	-$6.24K	0.45%	23
2025 Q1	$2.77M	Buy	22,734 +743	+3%	+$95.8K	0.45%	19
2024 Q4	$2.83M	Buy	21,991 +1,536	+8%	+$199K	0.56%	19
2024 Q3	$2.57M	Buy	20,455 +7,732	+61%	+$936K	0.57%	20
2024 Q2	$1.51M	Buy	12,723 +2,615	+26%	+$300K	0.35%	31
2024 Q1	$1.17M	Buy	10,108 +3,022	+43%	+$331K	0.27%	47
2023 Q4	$746K	Buy	+7,086	New	+$694K	0.19%	59

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

Correct Capital Wealth Management's ITOT Position: Q2 2026 in Review

Correct Capital Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 20% in Q2 2026, buying an estimated $14.5M and bringing the position to 546,145 shares worth $89.7M. The position accounts for 15.47% of the portfolio, ranked #1.

Correct Capital Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Correct Capital Wealth Management held 546,145 shares of iShares Core S&P Total US Stock Market ETF worth $89.7M as of Q2 2026.
Correct Capital Wealth Management bought 91,199 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.5M.
iShares Core S&P Total US Stock Market ETF made up 15.47% of Correct Capital Wealth Management's portfolio in Q2 2026, its #1 holding.
Correct Capital Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.