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

Darden Wealth Group’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 		$444K Sell
2,702
-20
-0.7% -$3.17K 0.18% 101
2026
Q1 		$388K Sell
2,722
-50
-2% -$7.43K 0.2% 95
2025
Q4 		$412K Sell
2,772
-87
-3% -$12.8K 0.2% 94
2025
Q3 		$416K Hold
2,859
– – 0.22% 90
2025
Q2 		$386K Hold
2,859
– – 0.23% 87
2025
Q1 		$349K Sell
2,859
-70
-2% -$9.02K 0.27% 71
2024
Q4 		$377K Buy
2,929
+210
+8% +$27.2K 0.25% 74
2024
Q3 		$342K Buy
2,719
+30
+1% +$3.63K 0.25% 76
2024
Q2 		$319K Sell
2,689
-28
-1% -$3.21K 0.19% 78
2024
Q1 		$313K Sell
2,717
-35
-1% -$3.84K 0.25% 80
2023
Q4 		$290K Buy
+2,752
New +$270K 0.28% 77

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

Darden Wealth Group's ITOT Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.73% in Q2 2026, selling an estimated $3.17K and leaving 2,702 shares worth $444K. The position accounts for 0.18% of the portfolio, ranked #101.

Darden Wealth Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Darden Wealth Group held 2,702 shares of iShares Core S&P Total US Stock Market ETF worth $444K as of Q2 2026.
  • Darden Wealth Group sold 20 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.17K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Darden Wealth Group's portfolio in Q2 2026, its #101 holding.
  • Darden Wealth Group 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.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.