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

Level Wealth Management’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	$13.3M	Sell	80,941 -217	-0.3%	-$34.4K	5.33%	5
2026 Q1	$11.6M	Buy	81,158 +487	+0.6%	+$72.4K	5.42%	5
2025 Q4	$12M	Sell	80,671 -14,828	-16%	-$2.19M	6.13%	4
2025 Q3	$13.9M	Sell	95,499 -770	-0.8%	-$108K	7.32%	4
2025 Q2	$13M	Buy	96,269 +91,142	+1,778%	+$11.4M	7.56%	4
2025 Q1	$626K	Sell	5,127 -135	-3%	-$17.4K	0.41%	24
2024 Q4	$677K	Buy	+5,262	New	+$681K	0.48%	21

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

Level Wealth Management's ITOT Position: Q2 2026 in Review

Level Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.27% in Q2 2026, selling an estimated $34.4K and leaving 80,941 shares worth $13.3M. The position accounts for 5.33% of the portfolio, ranked #5.

Level Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q3 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Level Wealth Management held 80,941 shares of iShares Core S&P Total US Stock Market ETF worth $13.3M as of Q2 2026.
Level Wealth Management sold 217 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $34.4K.
iShares Core S&P Total US Stock Market ETF made up 5.33% of Level Wealth Management's portfolio in Q2 2026, its #5 holding.
Level Wealth Management 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.
Level Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $13.9M in Q3 2025.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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