Legacy Wealth Management (Idaho)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-97	Closed	-$13.8K	–	563
2026 Q1	$13.8K	Buy	+97	New	+$14.4K	0.01%	433
2025 Q2	–	Sell	-360	Closed	-$43.9K	–	819
2025 Q1	$43.9K	Buy	360 +250	+227%	+$32.2K	0.03%	154
2024 Q4	$14.5K	Hold	110	–	–	0.01%	249
2024 Q3	$14.5K	Buy	+110	New	+$13.3K	0.01%	260

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

Legacy Wealth Management (Idaho)'s ITOT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026, closing a stake of 97 shares — an estimated $13.8K sold.

Legacy Wealth Management (Idaho) first reported a position in ITOT in Q3 2024 and held it in 4 quarters. The position peaked at $43.9K in Q1 2025. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 97 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $13.8K.
Legacy Wealth Management (Idaho) first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s iShares Core S&P Total US Stock Market ETF position peaked at $43.9K in Q1 2025.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.