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

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

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

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return