Laurel Oak Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Laurel Oak Wealth Management's ITOT Position: Q2 2026 in Review
Laurel Oak Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 71% in Q2 2026, buying an estimated $1.7M and bringing the position to 25,761 shares worth $4.23M. The position accounts for 0.62% of the portfolio, ranked #37.
Laurel Oak Wealth Management first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Laurel Oak Wealth Management held 25,761 shares of iShares Core S&P Total US Stock Market ETF worth $4.23M as of Q2 2026.
- Laurel Oak Wealth Management bought 10,685 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.7M.
- iShares Core S&P Total US Stock Market ETF made up 0.62% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #37 holding.
- Laurel Oak Wealth Management 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.
- 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.