EWM
ITOT icon

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

Endowment 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 		$15.5M Buy
94,640
+5,751
+6% +$913K 6.01% 1
2026
Q1 		$12.7M Buy
88,889
+4,361
+5% +$648K 5.6% 2
2025
Q4 		$12.6M Buy
84,528
+29,722
+54% +$4.39M 5.78% 2
2025
Q3 		$7.98M Buy
54,806
+1,758
+3% +$247K 3.62% 5
2025
Q2 		$7.16M Sell
53,048
-515
-1% -$64.3K 3.69% 4
2025
Q1 		$6.54M Sell
53,563
-178
-0.3% -$22.9K 4.2% 4
2024
Q4 		$6.91M Buy
53,741
+3,713
+7% +$481K 4.64% 3
2024
Q3 		$6.28M Buy
50,028
+102
+0.2% +$12.3K 4.13% 4
2024
Q2 		$5.93M Buy
49,926
+1,168
+2% +$134K 4.32% 3
2024
Q1 		$5.62M Buy
48,758
+16,221
+50% +$1.78M 4.21% 4
2023
Q4 		$3.42M Buy
32,537
+568
+2% +$55.7K 2.85% 5
2023
Q3 		$3.01M Buy
31,969
+2,051
+7% +$202K 2.7% 6
2023
Q2 		$2.93M Buy
29,918
+107
+0.4% +$9.89K 2.68% 5
2023
Q1 		$2.61M Sell
29,811
-8,059
-21% -$715K 2.63% 6
2022
Q4 		$3.21M Buy
37,870
+2,533
+7% +$216K 3.53% 5
2022
Q3 		$2.81M Buy
35,337
+2,092
+6% +$185K 3.41% 5
2022
Q2 		$2.79M Buy
33,245
+1,250
+4% +$114K 3.36% 6
2022
Q1 		$3.23M Sell
31,995
-2,771
-8% -$276K 3.4% 5
2021
Q4 		$3.72M Buy
+34,766
New +$3.63M 3.76% 5

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

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

Endowment Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.5% in Q2 2026, buying an estimated $913K and bringing the position to 94,640 shares worth $15.5M. The position accounts for 6.01% of the portfolio, ranked #1.

Endowment Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Endowment Wealth Management held 94,640 shares of iShares Core S&P Total US Stock Market ETF worth $15.5M as of Q2 2026.
  • Endowment Wealth Management bought 5,751 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $913K.
  • iShares Core S&P Total US Stock Market ETF made up 6.01% of Endowment Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Endowment Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.