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

Dogwood 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	$18.7K	Buy	+114	New	+$18.1K	0.01%	258

Other funds holding ITOT

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

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

Dogwood Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 114 shares worth $18.7K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings.

322 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Dogwood Wealth Management held 114 shares of iShares Core S&P Total US Stock Market ETF worth $18.7K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Dogwood Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #258 holding.
322 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.