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

Discipline Wealth Solutions’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	$3.64M	Buy	22,153 +474	+2%	+$75.2K	0.32%	49
2026 Q1	$3.09M	Sell	21,679 -267	-1%	-$39.7K	0.33%	50
2025 Q4	$3.26M	Sell	21,946 -285	-1%	-$42.1K	0.6%	39
2025 Q3	$3.24M	Buy	22,231 +17,699	+391%	+$2.48M	0.85%	24
2025 Q2	$612K	Buy	+4,532	New	+$566K	0.23%	52

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

Discipline Wealth Solutions's ITOT Position: Q2 2026 in Review

Discipline Wealth Solutions increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, buying an estimated $75.2K and bringing the position to 22,153 shares worth $3.64M. The position accounts for 0.32% of the portfolio, ranked #49.

Discipline Wealth Solutions first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Discipline Wealth Solutions held 22,153 shares of iShares Core S&P Total US Stock Market ETF worth $3.64M as of Q2 2026.
Discipline Wealth Solutions bought 474 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $75.2K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Discipline Wealth Solutions's portfolio in Q2 2026, its #49 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.