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

Evermay 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	$3.12K	Buy	+19	New	+$3.02K	﹤0.01%	577

Other funds holding ITOT

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

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

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

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 19 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Evermay Wealth Management held 19 shares of iShares Core S&P Total US Stock Market ETF worth $3.12K as of Q2 2026.
iShares Core S&P Total US Stock Market ETF was a new Evermay Wealth Management position in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #577 holding.
714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.