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

Icon 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	$2.32M	Hold	14,139	–	–	0.14%	106
2026 Q1	$2.2M	Buy	14,139 +252	+2%	+$37.5K	0.14%	100
2025 Q4	$2.06M	Buy	13,887 +7	+0.1%	+$1.03K	0.14%	107
2025 Q3	$2.02M	Hold	13,880	–	–	0.14%	109
2025 Q2	$1.87M	Hold	13,880	–	–	0.13%	124
2025 Q1	$1.69M	Hold	13,880	–	–	0.14%	116
2024 Q4	$1.79M	Hold	13,880	–	–	0.15%	106
2024 Q3	$1.74M	Buy	13,880 +18	+0.1%	+$2.18K	0.15%	104
2024 Q2	$1.68M	Buy	13,862 +74	+0.5%	+$8.49K	0.15%	107
2024 Q1	$1.59M	Hold	13,788	–	–	0.15%	112
2023 Q4	$1.45M	Buy	+13,788	New	+$1.35M	0.15%	106
2022 Q4	$1.17M	Hold	13,787	–	–	0.13%	125
2022 Q3	$1.1M	Buy	+13,787	New	+$1.22M	0.13%	125

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

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

Icon Wealth Advisors held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 14,139 shares worth $2.32M. The position accounts for 0.14% of the portfolio, ranked #106.

Icon Wealth Advisors first reported a position in ITOT in Q3 2022 and has held it in 13 quarters since. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Icon Wealth Advisors held 14,139 shares of iShares Core S&P Total US Stock Market ETF worth $2.32M as of Q2 2026.
Icon 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 0.14% of Icon Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Icon Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and has held it in 13 quarters since.
1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.