DWM
ITOT icon

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

Dakota 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 		$6.41M Sell
39,039
-2,767
-7% -$439K 0.12% 160
2026
Q1 		$5.95M Sell
41,806
-989
-2% -$147K 0.13% 154
2025
Q4 		$6.36M Buy
42,795
+355
+0.8% +$52.4K 0.11% 148
2025
Q3 		$6.18M Buy
42,440
+10,360
+32% +$1.45M 0.12% 139
2025
Q2 		$4.33M Sell
32,080
-7,816
-20% -$975K 0.09% 177
2025
Q1 		$4.87M Buy
39,896
+620
+2% +$79.9K 0.11% 157
2024
Q4 		$5.05M Buy
39,276
+3,539
+10% +$458K 0.12% 153
2024
Q3 		$4.49M Sell
35,737
-8,463
-19% -$1.02M 0.1% 177
2024
Q2 		$5.25M Buy
44,200
+4,128
+10% +$474K 0.12% 155
2024
Q1 		$4.62M Buy
40,072
+17,292
+76% +$1.9M 0.11% 164
2023
Q4 		$2.4M Buy
22,780
+575
+3% +$56.4K 0.09% 204
2023
Q3 		$2.09M Buy
22,205
+8,046
+57% +$791K 0.09% 198
2023
Q2 		$1.39M Sell
14,159
-143
-1% -$13.2K 0.07% 214
2023
Q1 		$1.3M Sell
14,302
-16,206
-53% -$1.44M 0.09% 200
2022
Q4 		$2.59M Buy
30,508
+4,292
+16% +$366K 0.18% 128
2022
Q3 		$2.08M Sell
26,216
-3,343
-11% -$296K 0.17% 142
2022
Q2 		$2.48M Buy
29,559
+136
+0.5% +$12.4K 0.23% 116
2022
Q1 		$2.97M Buy
29,423
+1,893
+7% +$189K 0.24% 114
2021
Q4 		$2.94M Sell
27,530
-974
-3% -$102K 0.31% 87
2021
Q3 		$2.8M Buy
28,504
+1,993
+8% +$202K 0.32% 90
2021
Q2 		$2.62M Buy
26,511
+1,129
+4% +$109K 0.31% 91
2021
Q1 		$2.33M Buy
25,382
+4,369
+21% +$392K 0.31% 91
2020
Q4 		$1.81M Buy
21,013
+862
+4% +$69.8K 0.24% 105
2020
Q3 		$1.52M Buy
20,151
+1,208
+6% +$90.1K 0.24% 94
2020
Q2 		$1.31M Buy
18,943
+2,809
+17% +$184K 0.23% 108
2020
Q1 		$923K Sell
16,134
-1,612
-9% -$111K 0.2% 107
2019
Q4 		$1.29M Buy
17,746
+2,556
+17% +$178K 0.21% 109
2019
Q3 		$1.02M Buy
15,190
+3,667
+32% +$246K 0.18% 115
2019
Q2 		$768K Buy
11,523
+946
+9% +$62K 0.15% 136
2019
Q1 		$681K Buy
+10,577
New +$656K 0.14% 151

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

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

Dakota Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.6% in Q2 2026, selling an estimated $439K and leaving 39,039 shares worth $6.41M. The position accounts for 0.12% of the portfolio, ranked #160.

Dakota Wealth Management first reported a position in ITOT in Q1 2019 and has held it in 30 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Dakota Wealth Management held 39,039 shares of iShares Core S&P Total US Stock Market ETF worth $6.41M as of Q2 2026.
  • Dakota Wealth Management sold 2,767 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $439K.
  • iShares Core S&P Total US Stock Market ETF made up 0.12% of Dakota Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Dakota Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 30 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 Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.