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

Fairvoy Private 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 		$6.53M Sell
39,779
-558
-1% -$88.6K 1.32% 20
2026
Q1 		$5.75M Sell
40,337
-12,644
-24% -$1.88M 1.37% 20
2025
Q4 		$7.88M Sell
52,981
-2,024
-4% -$299K 1.76% 16
2025
Q3 		$8.01M Sell
55,005
-1,085
-2% -$152K 1.82% 15
2025
Q2 		$7.57M Sell
56,090
-1,473
-3% -$184K 1.88% 15
2025
Q1 		$7.02M Sell
57,563
-18,291
-24% -$2.36M 1.93% 14
2024
Q4 		$9.76M Buy
+75,854
New +$9.82M 2.59% 9

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Fairvoy Private Wealth's ITOT Position: Q2 2026 in Review

Fairvoy Private Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.4% in Q2 2026, selling an estimated $88.6K and leaving 39,779 shares worth $6.53M. The position accounts for 1.32% of the portfolio, ranked #20.

Fairvoy Private Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.76M in Q4 2024. 396 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Fairvoy Private Wealth held 39,779 shares of iShares Core S&P Total US Stock Market ETF worth $6.53M as of Q2 2026.
  • Fairvoy Private Wealth sold 558 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $88.6K.
  • iShares Core S&P Total US Stock Market ETF made up 1.32% of Fairvoy Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Fairvoy Private Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Fairvoy Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $9.76M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.