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

Destination 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	$251K	Sell	1,528 -100	-6%	-$15.9K	0.01%	295
2026 Q1	$232K	Buy	1,628 +77	+5%	+$11.4K	0.01%	288
2025 Q4	$231K	Buy	+1,551	New	+$229K	0.01%	271
2024 Q2	–	Sell	-1,788	Closed	-$206K	–	221
2024 Q1	$206K	Buy	+1,788	New	+$196K	0.01%	202
2023 Q4	–	Sell	-2,861	Closed	-$269K	–	221
2023 Q3	$269K	Buy	+2,861	New	+$281K	0.01%	173
2022 Q2	–	Sell	-2,474	Closed	-$250K	–	200
2022 Q1	$250K	Sell	2,474 -1,427	-37%	-$142K	0.01%	183
2021 Q4	$417K	Buy	+3,901	New	+$408K	0.01%	151
2015 Q3	–	Sell	-50,046	Closed	-$2.36M	–	166
2015 Q2	$2.36M	Buy	+50,046	New	+$2.41M	0.16%	93

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Destination Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.1% in Q2 2026, selling an estimated $15.9K and leaving 1,528 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #295.

Destination Wealth Management first reported a position in ITOT in Q2 2015 and has held it in 8 quarters since. The position peaked at $2.36M in Q2 2015. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Destination Wealth Management held 1,528 shares of iShares Core S&P Total US Stock Market ETF worth $251K as of Q2 2026.
Destination Wealth Management sold 100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.9K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #295 holding.
Destination Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2015 and has held it in 8 quarters since.
Destination Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.36M in Q2 2015.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.