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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.27M Buy
26,371
+2,767
+12% +$439K 0.07% 241
2026
Q1
$3.67M Buy
+23,604
New +$3.51M 0.07% 245

Other funds holding ITOT

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

Diversify Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, buying an estimated $439K and bringing the position to 26,371 shares worth $4.27M. The position accounts for 0.07% of the portfolio, ranked #241.

Diversify Wealth Management first reported a position in ITOT in Q1 2026 and has held it in 2 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Diversify Wealth Management held 26,371 shares of iShares Core S&P Total US Stock Market ETF worth $4.27M as of Q2 2026.
  • Diversify Wealth Management bought 2,767 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $439K.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Diversify Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Diversify Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2026 and has held it in 2 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.