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E-Wealth Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

E-Wealth Partners’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 		$33.8M Buy
205,972
+11,893
+6% +$1.89M 24.46% 1
2026
Q1 		$27.6M Buy
194,079
+9,849
+5% +$1.46M 22.32% 1
2025
Q4 		$27.4M Buy
+184,230
New +$27.2M 23.01% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

E-Wealth Partners's ITOT Position: Q2 2026 in Review

E-Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.1% in Q2 2026, buying an estimated $1.89M and bringing the position to 205,972 shares worth $33.8M. The position accounts for 24.46% of the portfolio, ranked #1.

E-Wealth Partners first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • E-Wealth Partners held 205,972 shares of iShares Core S&P Total US Stock Market ETF worth $33.8M as of Q2 2026.
  • E-Wealth Partners bought 11,893 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.89M.
  • iShares Core S&P Total US Stock Market ETF made up 24.46% of E-Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • E-Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.