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

Element Wealth’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 		$10.5M Sell
64,086
-643
-1% -$102K 3.94% 2
2026
Q1 		$9.22M Buy
64,729
+2,452
+4% +$365K 3.81% 2
2025
Q4 		$9.26M Buy
62,277
+1,374
+2% +$203K 3.82% 2
2025
Q3 		$8.87M Buy
60,903
+503
+0.8% +$70.5K 3.86% 4
2025
Q2 		$8.16M Sell
60,400
-4,136
-6% -$516K 3.75% 5
2025
Q1 		$7.87M Sell
64,536
-171
-0.3% -$22K 4.22% 4
2024
Q4 		$8.32M Sell
64,707
-4,376
-6% -$567K 4.35% 4
2024
Q3 		$8.68M Buy
69,083
+1,428
+2% +$173K 4.6% 4
2024
Q2 		$8.04M Buy
67,655
+38,295
+130% +$4.4M 4.52% 4
2024
Q1 		$3.39M Sell
29,360
-521
-2% -$57.1K 1.98% 12
2023
Q4 		$3.14M Buy
29,881
+5,042
+20% +$494K 1.97% 12
2023
Q3 		$2.34M Buy
24,839
+456
+2% +$44.8K 1.69% 14
2023
Q2 		$2.39M Buy
24,383
+3,334
+16% +$308K 1.66% 15
2023
Q1 		$1.91M Buy
21,049
+6,385
+44% +$567K 1.42% 17
2022
Q4 		$1.24M Buy
14,664
+9,878
+206% +$843K 1.02% 19
2022
Q3 		$381K Buy
4,786
+7
+0.1% +$619 0.35% 54
2022
Q2 		$400K Buy
4,779
+105
+2% +$9.57K 0.4% 51
2022
Q1 		$472K Buy
+4,674
New +$466K 0.38% 49

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

Element Wealth's ITOT Position: Q2 2026 in Review

Element Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.99% in Q2 2026, selling an estimated $102K and leaving 64,086 shares worth $10.5M. The position accounts for 3.94% of the portfolio, ranked #2.

Element Wealth first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Element Wealth held 64,086 shares of iShares Core S&P Total US Stock Market ETF worth $10.5M as of Q2 2026.
  • Element Wealth sold 643 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P Total US Stock Market ETF made up 3.94% of Element Wealth's portfolio in Q2 2026, its #2 holding.
  • Element Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.