Integrated Wealth Management (Ohio)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Integrated Wealth Management (Ohio)’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	$470K	Sell	2,862 -63	-2%	-$10K	0.5%	55
2026 Q1	$417K	Sell	2,925 -753	-20%	-$112K	0.48%	65
2025 Q4	$547K	Buy	+3,678	New	+$543K	0.61%	47

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

Integrated Wealth Management (Ohio)'s ITOT Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.2% in Q2 2026, selling an estimated $10K and leaving 2,862 shares worth $470K. The position accounts for 0.5% of the portfolio, ranked #55.

Integrated Wealth Management (Ohio) first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Integrated Wealth Management (Ohio) held 2,862 shares of iShares Core S&P Total US Stock Market ETF worth $470K as of Q2 2026.
Integrated Wealth Management (Ohio) sold 63 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10K.
iShares Core S&P Total US Stock Market ETF made up 0.5% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #55 holding.
Integrated Wealth Management (Ohio) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
Integrated Wealth Management (Ohio)'s iShares Core S&P Total US Stock Market ETF position peaked at $547K in Q4 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.