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

Dopkins 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	$6.95M	Sell	42,296 -556	-1%	-$88.2K	2.52%	10
2026 Q1	$6.1M	Buy	42,852 +6,387	+18%	+$950K	2.45%	10
2025 Q4	$5.42M	Sell	36,465 -2,533	-6%	-$374K	2.21%	14
2025 Q3	$5.68M	Buy	38,998 +3,498	+10%	+$491K	2.4%	13
2025 Q2	$4.79M	Buy	35,500 +18,804	+113%	+$2.35M	2.15%	13
2025 Q1	$2.04M	Buy	16,696 +980	+6%	+$126K	1.04%	22
2024 Q4	$2.02M	Buy	15,716 +9,884	+169%	+$1.28M	1.03%	20
2024 Q3	$733K	Sell	5,832 -9,645	-62%	-$1.17M	0.59%	24
2024 Q2	$1.84M	Buy	15,477 +2,866	+23%	+$329K	1.12%	16
2024 Q1	$1.45M	Buy	+12,611	New	+$1.38M	0.88%	18
2023 Q4	–	Sell	-9,918	Closed	-$934K	–	52
2023 Q3	$934K	Buy	+9,918	New	+$975K	0.71%	18

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

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

Dopkins Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.3% in Q2 2026, selling an estimated $88.2K and leaving 42,296 shares worth $6.95M. The position accounts for 2.52% of the portfolio, ranked #10.

Dopkins Wealth Management first reported a position in ITOT in Q3 2023 and has held it in 11 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Dopkins Wealth Management held 42,296 shares of iShares Core S&P Total US Stock Market ETF worth $6.95M as of Q2 2026.
Dopkins Wealth Management sold 556 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $88.2K.
iShares Core S&P Total US Stock Market ETF made up 2.52% of Dopkins Wealth Management's portfolio in Q2 2026, its #10 holding.
Dopkins Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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