DWP
ITOT icon

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

Daymark 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 		$1.41M Buy
8,568
+2,541
+42% +$403K 0.03% 295
2026
Q1 		$858K Sell
6,027
-2,376
-28% -$353K 0.03% 321
2025
Q4 		$1.25M Sell
8,403
-950
-10% -$140K 0.04% 254
2025
Q3 		$1.36M Buy
9,353
+1,847
+25% +$259K 0.05% 242
2025
Q2 		$1.01M Sell
7,506
-762
-9% -$95.1K 0.04% 262
2025
Q1 		$1.01M Sell
8,268
-894
-10% -$115K 0.04% 241
2024
Q4 		$1.18M Sell
9,162
-3,510
-28% -$454K 0.05% 215
2024
Q3 		$1.59M Sell
12,672
-3,051
-19% -$369K 0.07% 186
2024
Q2 		$1.87M Buy
15,723
+9,292
+144% +$1.07M 0.09% 164
2024
Q1 		$741K Sell
6,431
-222
-3% -$24.3K 0.04% 232
2023
Q4 		$700K Sell
6,653
-292
-4% -$28.6K 0.04% 224
2023
Q3 		$654K Sell
6,945
-3,001
-30% -$295K 0.05% 213
2023
Q2 		$973K Sell
9,946
-1,041
-9% -$96.2K 0.07% 172
2023
Q1 		$995K Buy
10,987
+7,960
+263% +$707K 0.13% 130
2022
Q4 		$257K Buy
+3,027
New +$258K 0.05% 198

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

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

Daymark Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 42% in Q2 2026, buying an estimated $403K and bringing the position to 8,568 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #295.

Daymark Wealth Partners first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.87M in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Daymark Wealth Partners held 8,568 shares of iShares Core S&P Total US Stock Market ETF worth $1.41M as of Q2 2026.
  • Daymark Wealth Partners bought 2,541 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $403K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • Daymark Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $1.87M in Q2 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.