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

Destiny 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	–	Sell	-14,393	Closed	-$2.05M	–	623
2026 Q1	$2.05M	Sell	14,393 -339	-2%	-$50.4K	0.22%	71
2025 Q4	$2.23M	Hold	14,732	–	–	0.26%	66
2025 Q3	$2.15M	Hold	14,732	–	–	0.26%	66
2025 Q2	$1.99M	Hold	14,732	–	–	0.27%	66
2025 Q1	$1.8M	Sell	14,732 -1,693	-10%	-$218K	0.29%	67
2024 Q4	$2.11M	Buy	16,425 +337	+2%	+$43.6K	0.35%	66
2024 Q3	$2.02M	Hold	16,088	–	–	0.35%	64
2024 Q2	$1.91M	Hold	16,088	–	–	0.34%	63
2024 Q1	$1.85M	Hold	16,088	–	–	0.33%	62
2023 Q4	$1.66M	Hold	16,088	–	–	0.31%	62
2023 Q3	$1.52M	Hold	16,088	–	–	0.31%	66
2023 Q2	$1.61M	Hold	16,088	–	–	0.31%	66
2023 Q1	$1.46M	Hold	16,088	–	–	0.3%	64
2022 Q4	$1.36M	Hold	16,088	–	–	0.3%	66
2022 Q3	$1.28M	Hold	16,088	–	–	0.29%	66
2022 Q2	$1.35M	Sell	16,088 -283	-2%	-$25.8K	0.3%	63
2022 Q1	$1.65M	Hold	16,371	–	–	0.32%	62
2021 Q4	$1.75M	Sell	16,371 -517	-3%	-$54K	0.34%	62
2021 Q3	$1.66M	Hold	16,888	–	–	0.33%	63
2021 Q2	$1.67M	Hold	16,888	–	–	0.32%	68
2021 Q1	$1.55M	Sell	16,888 -255	-1%	-$22.9K	0.32%	61
2020 Q4	$1.48M	Buy	+17,143	New	+$1.39M	0.31%	59

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

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

Destiny Wealth Partners sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 14,393 shares — an estimated $2.05M sold.

Destiny Wealth Partners first reported a position in ITOT in Q4 2020 and held it in 22 quarters. The position peaked at $2.23M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 14,393 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.05M.
Destiny Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 22 quarters.
Destiny Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $2.23M in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.