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

ForthRight 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	$767K	Sell	4,669 -39	-0.8%	-$6.19K	0.2%	41
2026 Q1	$670K	Buy	4,708 +1	+0%	+$149	0.19%	42
2025 Q4	$700K	Buy	4,707 +2	+0%	+$295	0.2%	39
2025 Q3	$685K	Sell	4,705 -38	-0.8%	-$5.33K	0.2%	40
2025 Q2	$640K	Buy	4,743 +2	+0%	+$250	0.2%	39
2025 Q1	$578K	Sell	4,741 -459	-9%	-$59.2K	0.19%	39
2024 Q4	$669K	Sell	5,200 -658	-11%	-$85.2K	0.22%	38
2024 Q3	$736K	Sell	5,858 -23	-0.4%	-$2.79K	0.25%	37
2024 Q2	$699K	Sell	5,881 -1,177	-17%	-$135K	0.25%	37
2024 Q1	$814K	Sell	7,058 -633	-8%	-$69.4K	0.29%	34
2023 Q4	$809K	Sell	7,691 -933	-11%	-$91.4K	0.31%	32
2023 Q3	$812K	Sell	8,624 -46	-0.5%	-$4.52K	0.35%	31
2023 Q2	$848K	Sell	8,670 -276	-3%	-$25.5K	0.35%	30
2023 Q1	$810K	Sell	8,946 -61	-0.7%	-$5.42K	0.37%	28
2022 Q4	$764K	Sell	9,007 -484	-5%	-$41.3K	0.39%	27
2022 Q3	$755K	Sell	9,491 -135	-1%	-$11.9K	0.44%	27
2022 Q2	$807K	Sell	9,626 -1,118	-10%	-$102K	0.45%	25
2022 Q1	$1.08M	Sell	10,744 -167	-2%	-$16.7K	0.56%	22
2021 Q4	$1.17M	Sell	10,911 -547	-5%	-$57.2K	0.64%	21
2021 Q3	$1.13M	Buy	11,458 +696	+6%	+$70.4K	0.68%	19
2021 Q2	$1.06M	Buy	10,762 +4	+0%	+$385	0.67%	18
2021 Q1	$985K	Sell	10,758 -724	-6%	-$64.9K	0.67%	18
2020 Q4	$990K	Buy	+11,482	New	+$930K	0.78%	16

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

ForthRight Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.83% in Q2 2026, selling an estimated $6.19K and leaving 4,669 shares worth $767K. The position accounts for 0.2% of the portfolio, ranked #41.

ForthRight Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

ForthRight Wealth Management held 4,669 shares of iShares Core S&P Total US Stock Market ETF worth $767K as of Q2 2026.
ForthRight Wealth Management sold 39 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.19K.
iShares Core S&P Total US Stock Market ETF made up 0.2% of ForthRight Wealth Management's portfolio in Q2 2026, its #41 holding.
ForthRight Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
ForthRight Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.17M in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.