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

Kondo 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	$53.8M	Buy	327,735 +10,067	+3%	+$1.6M	18%	1
2026 Q1	$45.2M	Buy	317,668 +5,907	+2%	+$878K	17.03%	1
2025 Q4	$46.4M	Buy	311,761 +10,397	+3%	+$1.53M	17.74%	1
2025 Q3	$43.9M	Buy	301,364 +9,117	+3%	+$1.28M	17.71%	1
2025 Q2	$39.5M	Buy	292,247 +13,238	+5%	+$1.65M	17.42%	1
2025 Q1	$34M	Buy	279,009 +12,880	+5%	+$1.66M	16.78%	1
2024 Q4	$34.2M	Buy	+266,129	New	+$34.5M	17.37%	1

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

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

Kondo Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.2% in Q2 2026, buying an estimated $1.6M and bringing the position to 327,735 shares worth $53.8M. The position accounts for 18% of the portfolio, ranked #1.

Kondo Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Kondo Wealth Advisors held 327,735 shares of iShares Core S&P Total US Stock Market ETF worth $53.8M as of Q2 2026.
Kondo Wealth Advisors bought 10,067 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.6M.
iShares Core S&P Total US Stock Market ETF made up 18% of Kondo Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Kondo Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.