FWP
ITOT icon

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

Family 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 		$51.4M Buy
312,866
+6,745
+2% +$1.07M 15.77% 1
2026
Q1 		$43.6M Buy
306,121
+41,660
+16% +$6.19M 14.88% 1
2025
Q4 		$39.3M Sell
264,461
-9,455
-3% -$1.4M 14.17% 1
2025
Q3 		$39.9M Sell
273,916
-3,102
-1% -$435K 14.95% 1
2025
Q2 		$37.4M Buy
277,018
+7,557
+3% +$943K 14.97% 2
2025
Q1 		$32.9M Buy
269,461
+14,105
+6% +$1.82M 15.01% 2
2024
Q4 		$32.8M Buy
255,356
+41,591
+19% +$5.39M 15.61% 2
2024
Q3 		$26.9M Buy
213,765
+3,061
+1% +$371K 13.74% 2
2024
Q2 		$25M Buy
210,704
+26,030
+14% +$2.99M 12.99% 2
2024
Q1 		$21.3M Buy
184,674
+68,344
+59% +$7.5M 12.07% 2
2023
Q4 		$12.2M Buy
+116,330
New +$11.4M 9.45% 2

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
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
EK
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
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Family Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, buying an estimated $1.07M and bringing the position to 312,866 shares worth $51.4M. The position accounts for 15.77% of the portfolio, ranked #1.

Family Wealth Partners first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Family Wealth Partners held 312,866 shares of iShares Core S&P Total US Stock Market ETF worth $51.4M as of Q2 2026.
  • Family Wealth Partners bought 6,745 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.07M.
  • iShares Core S&P Total US Stock Market ETF made up 15.77% of Family Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Family Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.