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

Lantern 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 		$247K Buy
+1,505
New +$239K 0.11% 160
2024
Q4 		$238K Buy
+1,851
New +$240K 0.15% 121

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

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

Lantern Wealth Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,505 shares worth $247K. The stake represents 0.11% of the portfolio and ranks #160 among its holdings. This is a return to the name: Lantern Wealth Advisors previously reported a position in ITOT as recently as Q4 2024.

Lantern Wealth Advisors first reported a position in ITOT in Q4 2024 and has held it in 2 quarters since. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Lantern Wealth Advisors held 1,505 shares of iShares Core S&P Total US Stock Market ETF worth $247K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Lantern Wealth Advisors position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.11% of Lantern Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Lantern Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.