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

Flywheel 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	$2.22M	Buy	13,524 +606	+5%	+$96.2K	1.09%	20
2026 Q1	$1.84M	Sell	12,918 -4,405	-25%	-$655K	1.05%	19
2025 Q4	$2.58M	Buy	17,323 +8,315	+92%	+$1.23M	1.61%	17
2025 Q3	$1.31M	Hold	9,008	–	–	1.02%	21
2025 Q2	$1.22M	Buy	9,008 +4,700	+109%	+$586K	0.98%	22
2025 Q1	$526K	Sell	4,308 -186	-4%	-$24K	0.48%	35
2024 Q4	$578K	Buy	+4,494	New	+$582K	0.53%	33

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

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

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

PWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

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

Flywheel Private Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.7% in Q2 2026, buying an estimated $96.2K and bringing the position to 13,524 shares worth $2.22M. The position accounts for 1.09% of the portfolio, ranked #20.

Flywheel Private Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q4 2025. 913 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Flywheel Private Wealth held 13,524 shares of iShares Core S&P Total US Stock Market ETF worth $2.22M as of Q2 2026.
Flywheel Private Wealth bought 606 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $96.2K.
iShares Core S&P Total US Stock Market ETF made up 1.09% of Flywheel Private Wealth's portfolio in Q2 2026, its #20 holding.
Flywheel 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.
Flywheel Private Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $2.58M in Q4 2025.
913 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.