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

Kaydan 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	$17.2M	Buy	104,642 +1,497	+1%	+$238K	5.24%	6
2026 Q1	$14.7M	Sell	103,145 -99,012	-49%	-$14.7M	4.91%	8
2025 Q4	$30.1M	Sell	202,157 -4,040	-2%	-$596K	8.7%	4
2025 Q3	$30M	Buy	206,197 +49,026	+31%	+$6.88M	8.58%	4
2025 Q2	$21.2M	Buy	157,171 +150,781	+2,360%	+$18.8M	6.95%	5
2025 Q1	$780K	Buy	6,390 +572	+10%	+$73.7K	0.25%	45
2024 Q4	$748K	Buy	5,818 +144	+3%	+$18.6K	0.25%	45
2024 Q3	$713K	Buy	5,674 +124	+2%	+$15K	0.21%	45
2024 Q2	$659K	Buy	5,550 +103	+2%	+$11.8K	0.23%	46
2024 Q1	$628K	Buy	5,447 +1,527	+39%	+$167K	0.21%	48
2023 Q4	$413K	Buy	3,920 +60	+2%	+$5.88K	0.17%	66
2023 Q3	$364K	Buy	3,860 +113	+3%	+$11.1K	0.15%	67
2023 Q2	$367K	Buy	3,747 +189	+5%	+$17.5K	0.15%	66
2023 Q1	$322K	Buy	3,558 +362	+11%	+$32.1K	0.13%	73
2022 Q4	$271K	Sell	3,196 -49	-2%	-$4.18K	0.11%	75
2022 Q3	$258K	Sell	3,245 -1,145	-26%	-$101K	0.14%	71
2022 Q2	$368K	Buy	4,390 +436	+11%	+$39.7K	0.2%	61
2022 Q1	$399K	Buy	3,954 +605	+18%	+$60.3K	0.18%	69
2021 Q4	$358K	Buy	+3,349	New	+$350K	0.14%	80

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

Kaydan Wealth Management's ITOT Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q2 2026, buying an estimated $238K and bringing the position to 104,642 shares worth $17.2M. The position accounts for 5.24% of the portfolio, ranked #6.

Kaydan Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.1M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kaydan Wealth Management held 104,642 shares of iShares Core S&P Total US Stock Market ETF worth $17.2M as of Q2 2026.
Kaydan Wealth Management bought 1,497 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $238K.
iShares Core S&P Total US Stock Market ETF made up 5.24% of Kaydan Wealth Management's portfolio in Q2 2026, its #6 holding.
Kaydan Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $30.1M in Q4 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.