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

Curated Wealth Partners’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	–	Sell	-9,301	Closed	-$1.32M	–	867
2026 Q1	$1.32M	Hold	9,301	–	–	0.17%	47
2025 Q4	$1.38M	Hold	9,301	–	–	0.15%	50
2025 Q3	$1.35M	Hold	9,301	–	–	0.16%	42
2025 Q2	$1.26M	Hold	9,301	–	–	0.15%	43
2025 Q1	$1.13M	Hold	9,301	–	–	0.15%	44
2024 Q4	$1.2M	Buy	+9,301	New	+$1.2M	0.14%	43

Other funds holding ITOT

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Curated Wealth Partners's ITOT Position: Q2 2026 in Review

Curated Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 9,301 shares — an estimated $1.32M sold.

Curated Wealth Partners first reported a position in ITOT in Q4 2024 and held it in 6 quarters. The position peaked at $1.38M in Q4 2025. 696 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Curated Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 9,301 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.32M.
Curated Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and held it in 6 quarters.
Curated Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.38M in Q4 2025.
696 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.