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

FSM Wealth Advisors’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	$789K	Hold	4,802	–	–	0.08%	132
2026 Q1	$684K	Buy	4,802 +1	+0%	+$149	0.09%	126
2025 Q4	$714K	Hold	4,801	–	–	0.1%	120
2025 Q3	$699K	Buy	4,801 +1	+0%	+$140	0.1%	124
2025 Q2	$652K	Buy	4,800 +39	+0.8%	+$4.87K	0.11%	125
2025 Q1	$581K	Buy	4,761 +164	+4%	+$21.1K	0.13%	96
2024 Q4	$599K	Buy	4,597 +2,774	+152%	+$359K	0.15%	87
2024 Q3	$229K	Hold	1,823	–	–	0.06%	162
2024 Q2	$217K	Hold	1,823	–	–	0.07%	147
2024 Q1	$210K	Buy	+1,823	New	+$200K	0.07%	156

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

FSM Wealth Advisors's ITOT Position: Q2 2026 in Review

FSM Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 4,802 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #132.

FSM Wealth Advisors first reported a position in ITOT in Q1 2024 and has held it in 10 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

FSM Wealth Advisors held 4,802 shares of iShares Core S&P Total US Stock Market ETF worth $789K as of Q2 2026.
FSM Wealth Advisors left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #132 holding.
FSM Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.