IFWM
ITOT icon

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

Institute for 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 		$1.68M Buy
10,256
+1,109
+12% +$176K 0.15% 134
2026
Q1 		$1.3M Sell
9,147
-116
-1% -$17.2K 0.14% 163
2025
Q4 		$1.38M Sell
9,263
-416
-4% -$61.4K 0.15% 147
2025
Q3 		$1.41M Buy
9,679
+197
+2% +$27.6K 0.15% 150
2025
Q2 		$1.28M Sell
9,482
-39
-0.4% -$4.87K 0.14% 149
2025
Q1 		$1.16M Buy
9,521
+26
+0.3% +$3.35K 0.15% 157
2024
Q4 		$1.22M Buy
9,495
+1,526
+19% +$198K 0.15% 140
2024
Q3 		$1M Buy
7,969
+12
+0.2% +$1.45K 0.13% 174
2024
Q2 		$945K Buy
7,957
+552
+7% +$63.4K 0.13% 173
2024
Q1 		$854K Buy
7,405
+62
+0.8% +$6.8K 0.11% 192
2023
Q4 		$773K Buy
7,343
+62
+0.9% +$6.08K 0.13% 190
2023
Q3 		$686K Buy
7,281
+14
+0.2% +$1.38K 0.12% 199
2023
Q2 		$711K Buy
7,267
+161
+2% +$14.9K 0.12% 202
2023
Q1 		$643K Buy
7,106
+19
+0.3% +$1.69K 0.12% 212
2022
Q4 		$601K Buy
7,087
+247
+4% +$21.1K 0.13% 223
2022
Q3 		$544K Buy
6,840
+45
+0.7% +$3.98K 0.12% 220
2022
Q2 		$569K Buy
6,795
+22
+0.3% +$2K 0.11% 242
2022
Q1 		$684K Buy
6,773
+31
+0.5% +$3.09K 0.11% 228
2021
Q4 		$721K Buy
6,742
+46
+0.7% +$4.81K 0.12% 208
2021
Q3 		$659K Buy
6,696
+64
+1% +$6.47K 0.12% 216
2021
Q2 		$655K Buy
6,632
+12
+0.2% +$1.15K 0.12% 215
2021
Q1 		$606K Buy
6,620
+70
+1% +$6.28K 0.12% 221
2020
Q4 		$565K Buy
6,550
+2,941
+81% +$238K 0.11% 223
2020
Q3 		$272K Buy
+3,609
New +$269K 0.06% 337
2020
Q1 		– Sell
-349
Closed -$25K – 533
2019
Q4 		$25K Buy
+349
New +$24.3K 0.01% 552

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

Institute for Wealth Management's ITOT Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, buying an estimated $176K and bringing the position to 10,256 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #134.

Institute for Wealth Management first reported a position in ITOT in Q4 2019 and has held it in 25 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Institute for Wealth Management held 10,256 shares of iShares Core S&P Total US Stock Market ETF worth $1.68M as of Q2 2026.
  • Institute for Wealth Management bought 1,109 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $176K.
  • iShares Core S&P Total US Stock Market ETF made up 0.15% of Institute for Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Institute for Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2019 and has held it in 25 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.