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

Kingswood 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 		$2.85M Sell
17,348
-99
-0.6% -$15.7K 0.11% 195
2026
Q1 		$2.48M Buy
17,447
+2,162
+14% +$321K 0.12% 195
2025
Q4 		$2.27M Buy
15,285
+11,919
+354% +$1.76M 0.11% 191
2025
Q3 		$490K Sell
3,366
-791
-19% -$111K 0.03% 481
2025
Q2 		$561K Buy
4,157
+7
+0.2% +$873 0.04% 381
2025
Q1 		$506K Sell
4,150
-1,104
-21% -$142K 0.05% 394
2024
Q4 		$676K Buy
5,254
+595
+13% +$77K 0.05% 360
2024
Q3 		$585K Buy
4,659
+949
+26% +$115K 0.04% 415
2024
Q2 		$441K Buy
3,710
+1,184
+47% +$136K 0.04% 422
2024
Q1 		$291K Sell
2,526
-681
-21% -$74.7K 0.03% 488
2023
Q4 		$337K Buy
+3,207
New +$314K 0.04% 439

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

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

Kingswood Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.57% in Q2 2026, selling an estimated $15.7K and leaving 17,348 shares worth $2.85M. The position accounts for 0.11% of the portfolio, ranked #195.

Kingswood Wealth Advisors first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Kingswood Wealth Advisors held 17,348 shares of iShares Core S&P Total US Stock Market ETF worth $2.85M as of Q2 2026.
  • Kingswood Wealth Advisors sold 99 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.