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

Keystone Wealth Services’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	$1.22M	Buy	7,432 +1	+0%	+$159	0.23%	105
2026 Q1	$1.06M	Buy	7,431 +1	+0%	+$149	0.23%	114
2025 Q4	$1.1M	Buy	7,430 +3	+0%	+$443	0.23%	83
2025 Q3	$1.08M	Buy	7,427 +101	+1%	+$14.2K	0.24%	104
2025 Q2	$989K	Buy	7,326 +2	+0%	+$250	0.24%	103
2025 Q1	$894K	Sell	7,324 -189	-3%	-$24.4K	0.24%	99
2024 Q4	$966K	Sell	7,513 -34	-0.5%	-$4.4K	0.26%	94
2024 Q3	$948K	Sell	7,547 -1,027	-12%	-$124K	0.26%	92
2024 Q2	$1.02M	Buy	8,574 +3	+0%	+$344	0.32%	76
2024 Q1	$988K	Buy	8,571 +2	+0%	+$219	0.32%	79
2023 Q4	$902K	Sell	8,569 -292	-3%	-$28.6K	0.31%	79
2023 Q3	$835K	Hold	8,861	–	–	0.32%	80
2023 Q2	$867K	Sell	8,861 -248	-3%	-$22.9K	0.32%	75
2023 Q1	$825K	Sell	9,109 -754	-8%	-$66.9K	0.34%	70
2022 Q4	$836K	Buy	9,863 +9	+0.1%	+$768	0.36%	60
2022 Q3	$784K	Buy	9,854 +672	+7%	+$59.4K	0.37%	58
2022 Q2	$769K	Sell	9,182 -147	-2%	-$13.4K	0.34%	64
2022 Q1	$942K	Buy	9,329 +110	+1%	+$11K	0.37%	62
2021 Q4	$986K	Buy	+9,219	New	+$964K	0.4%	63

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

Keystone Wealth Services's ITOT Position: Q2 2026 in Review

Keystone Wealth Services increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.01% in Q2 2026, buying an estimated $159 and bringing the position to 7,432 shares worth $1.22M. The position accounts for 0.23% of the portfolio, ranked #105.

Keystone Wealth Services first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Keystone Wealth Services held 7,432 shares of iShares Core S&P Total US Stock Market ETF worth $1.22M as of Q2 2026.
Keystone Wealth Services bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Keystone Wealth Services's portfolio in Q2 2026, its #105 holding.
Keystone Wealth Services 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.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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