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

Denver 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 		$623K Buy
3,791
+205
+6% +$32.5K 0.18% 51
2026
Q1 		$511K Sell
3,586
-242
-6% -$36K 0.18% 62
2025
Q4 		$569K Buy
3,828
+259
+7% +$38.2K 0.2% 51
2025
Q3 		$520K Buy
3,569
+587
+20% +$82.3K 0.19% 58
2025
Q2 		$403K Buy
2,982
+9
+0.3% +$1.12K 0.17% 60
2025
Q1 		$363K Sell
2,973
-270
-8% -$34.8K 0.17% 61
2024
Q4 		$417K Buy
3,243
+11
+0.3% +$1.42K 0.19% 53
2024
Q3 		$406K Buy
3,232
+12
+0.4% +$1.45K 0.19% 56
2024
Q2 		$382K Buy
3,220
+10
+0.3% +$1.15K 0.19% 54
2024
Q1 		$370K Buy
3,210
+8
+0.2% +$877 0.19% 56
2023
Q4 		$337K Buy
3,202
+29
+0.9% +$2.84K 0.19% 53
2023
Q3 		$299K Hold
3,173
– – 0.19% 56
2023
Q2 		$310K Buy
3,173
+10
+0.3% +$925 0.22% 54
2023
Q1 		$286K Buy
3,163
+12
+0.4% +$1.06K 0.2% 62
2022
Q4 		$267K Buy
3,151
+15
+0.5% +$1.28K 0.2% 56
2022
Q3 		$249K Buy
3,136
+16
+0.5% +$1.42K 0.24% 46
2022
Q2 		$261K Buy
+3,120
New +$284K 0.27% 41
2021
Q4 		$334K Buy
+3,120
New +$326K 0.32% 31
2021
Q1 		$315K Buy
+3,120
New +$280K 0.33% 35

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

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

Denver Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 3,791 shares worth $623K. The position accounts for 0.18% of the portfolio, ranked #51.

Denver Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Denver Wealth Management held 3,791 shares of iShares Core S&P Total US Stock Market ETF worth $623K as of Q2 2026.
  • Denver Wealth Management bought 205 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $32.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Denver Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Denver Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 19 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 Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.