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

Elevation 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	$691K	Sell	4,209 -16	-0.4%	-$2.54K	0.21%	66
2026 Q1	$602K	Sell	4,225 -71	-2%	-$10.6K	0.22%	64
2025 Q4	$639K	Sell	4,296 -50	-1%	-$7.38K	0.23%	59
2025 Q3	$633K	Sell	4,346 -101	-2%	-$14.2K	0.23%	62
2025 Q2	$601K	Buy	4,447 +9	+0.2%	+$1.12K	0.24%	61
2025 Q1	$541K	Buy	4,438 +9	+0.2%	+$1.16K	0.23%	63
2024 Q4	$570K	Buy	4,429 +10	+0.2%	+$1.29K	0.24%	62
2024 Q3	$555K	Sell	4,419 -99	-2%	-$12K	0.24%	66
2024 Q2	$537K	Buy	4,518 +5	+0.1%	+$574	0.25%	64
2024 Q1	$520K	Sell	4,513 -1,184	-21%	-$130K	0.26%	66
2023 Q4	$537K	Buy	5,697 +425	+8%	+$41.6K	0.32%	56
2023 Q3	$497K	Sell	5,272 -12	-0.2%	-$1.18K	0.43%	31
2023 Q2	$517K	Sell	5,284 -177	-3%	-$16.4K	0.44%	31
2023 Q1	$495K	Buy	+5,461	New	+$485K	0.45%	32

Other funds holding ITOT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SWM

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AOI

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Elevation Wealth Partners's ITOT Position: Q2 2026 in Review

Elevation Wealth Partners reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.38% in Q2 2026, selling an estimated $2.54K and leaving 4,209 shares worth $691K. The position accounts for 0.21% of the portfolio, ranked #66.

Elevation Wealth Partners first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 787 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Elevation Wealth Partners held 4,209 shares of iShares Core S&P Total US Stock Market ETF worth $691K as of Q2 2026.
Elevation Wealth Partners sold 16 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.54K.
iShares Core S&P Total US Stock Market ETF made up 0.21% of Elevation Wealth Partners's portfolio in Q2 2026, its #66 holding.
Elevation Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
787 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.