FDW
ITOT icon

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

Fourth Dimension 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 		$12.3K Sell
75
-90
-55% -$14.3K ﹤0.01% 442
2026
Q1 		$23.5K Hold
165
– – 0.01% 299
2025
Q4 		$24.5K Hold
165
– – 0.01% 312
2025
Q3 		$24K Hold
165
– – 0.01% 298
2025
Q2 		$22.3K Sell
165
-100
-38% -$12.5K 0.01% 309
2025
Q1 		$32.3K Hold
265
– – 0.02% 263
2024
Q4 		$34.1K Buy
+265
New +$34.3K 0.02% 268

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

Fourth Dimension Wealth's ITOT Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 55% in Q2 2026, selling an estimated $14.3K and leaving 75 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Fourth Dimension Wealth first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.1K in Q4 2024. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Fourth Dimension Wealth held 75 shares of iShares Core S&P Total US Stock Market ETF worth $12.3K as of Q2 2026.
  • Fourth Dimension Wealth sold 90 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #442 holding.
  • Fourth Dimension 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.
  • Fourth Dimension Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $34.1K in Q4 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.