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

Fonville 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 		$5.54M Sell
33,744
-104
-0.3% -$16.5K 0.91% 29
2026
Q1 		$4.82M Sell
33,848
-319
-0.9% -$47.4K 0.92% 28
2025
Q4 		$5.08M Sell
34,167
-1,362
-4% -$201K 1.04% 26
2025
Q3 		$5.17M Hold
35,529
– – 1.16% 25
2025
Q2 		$4.8M Hold
35,529
– – 1.21% 24
2025
Q1 		$4.33M Sell
35,529
-1,481
-4% -$191K 1.28% 24
2024
Q4 		$4.76M Sell
37,010
-1,190
-3% -$154K 1.57% 22
2024
Q3 		$4.8M Hold
38,200
– – 1.66% 22
2024
Q2 		$4.54M Sell
38,200
-50
-0.1% -$5.74K 1.8% 19
2024
Q1 		$4.41M Sell
38,250
-285
-0.7% -$31.3K 1.95% 15
2023
Q4 		$4.06M Buy
+38,535
New +$3.78M 2.15% 15

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Fonville Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.31% in Q2 2026, selling an estimated $16.5K and leaving 33,744 shares worth $5.54M. The position accounts for 0.91% of the portfolio, ranked #29.

Fonville Wealth Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Fonville Wealth Management held 33,744 shares of iShares Core S&P Total US Stock Market ETF worth $5.54M as of Q2 2026.
  • Fonville Wealth Management sold 104 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Core S&P Total US Stock Market ETF made up 0.91% of Fonville Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Fonville Wealth Management 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.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.