Curtis Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Curtis Wealth Management's ITOT Position: Q2 2026 in Review
Curtis Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 8.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 2,421 shares worth $398K. The position accounts for 0.34% of the portfolio, ranked #41.
Curtis Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Curtis Wealth Management held 2,421 shares of iShares Core S&P Total US Stock Market ETF worth $398K as of Q2 2026.
- Curtis Wealth Management bought 188 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $29.8K.
- iShares Core S&P Total US Stock Market ETF made up 0.34% of Curtis Wealth Management's portfolio in Q2 2026, its #41 holding.
- Curtis Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.