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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$683K Sell
4,161
-551
-12% -$87.5K 0.31% 84
2026
Q1
$671K Buy
4,712
+53
+1% +$7.88K 0.35% 54
2025
Q4
$693K Buy
4,659
+413
+10% +$61K 0.41% 51
2025
Q3
$618K Buy
+4,246
New +$595K 0.41% 59

Other funds holding ITOT

Exit Wealth Advisors's ITOT Position: Q2 2026 in Review

Exit Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, selling an estimated $87.5K and leaving 4,161 shares worth $683K. The position accounts for 0.31% of the portfolio, ranked #84.

Exit Wealth Advisors first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $693K in Q4 2025. 1,709 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Exit Wealth Advisors held 4,161 shares of iShares Core S&P Total US Stock Market ETF worth $683K as of Q2 2026.
  • Exit Wealth Advisors sold 551 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $87.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.31% of Exit Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Exit Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • Exit Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $693K in Q4 2025.
  • 1,709 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.