KW
ITOT icon

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

KWB Wealth’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 		$229K Buy
1,396
+1
+0.1% +$159 0.02% 158
2026
Q1 		$207K Hold
1,395
– – 0.02% 162
2025
Q4 		$207K Buy
+1,395
New +$206K 0.02% 171

Other funds holding ITOT

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

KWB Wealth's ITOT Position: Q2 2026 in Review

KWB Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.07% in Q2 2026, buying an estimated $159 and bringing the position to 1,396 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #158.

KWB Wealth first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • KWB Wealth held 1,396 shares of iShares Core S&P Total US Stock Market ETF worth $229K as of Q2 2026.
  • KWB Wealth 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 0.02% of KWB Wealth's portfolio in Q2 2026, its #158 holding.
  • KWB Wealth 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.
  • 349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.