LWM
ITOT icon

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

Liberty 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 		$527K Hold
3,701
– – 0.07% 140
2026
Q1 		$527K Buy
3,701
+1,985
+116% +$295K 0.07% 140
2025
Q4 		$255K Sell
1,716
-78
-4% -$11.5K 0.03% 214
2025
Q3 		$261K Buy
1,794
+5
+0.3% +$701 0.04% 198
2025
Q2 		$242K Buy
1,789
+4
+0.2% +$499 0.04% 198
2025
Q1 		$218K Sell
1,785
-32
-2% -$4.12K 0.04% 144
2024
Q4 		$234K Buy
1,817
+5
+0.3% +$647 0.04% 185
2024
Q3 		$228K Sell
1,812
-250
-12% -$30.3K 0.04% 191
2024
Q2 		$245K Buy
+2,062
New +$237K 0.04% 172
2021
Q4 		– Sell
-573
Closed -$56K – 632
2021
Q3 		$56K Buy
573
+3
+0.5% +$303 0.02% 399
2021
Q2 		$56K Sell
570
-38
-6% -$3.65K 0.02% 297
2021
Q1 		$53K Hold
608
– – 0.03% 273
2020
Q4 		$53K Buy
608
+2
+0.3% +$162 0.03% 270
2020
Q3 		$46K Sell
606
-933
-61% -$69.6K 0.03% 243
2020
Q2 		$107K Sell
1,539
-45,676
-97% -$2.99M 0.08% 142
2020
Q1 		$2.7M Sell
47,215
-638
-1% -$43.8K 2.36% 8
2019
Q4 		$3.48M Buy
47,853
+24,700
+107% +$1.72M 2.74% 7
2019
Q3 		$1.55M Buy
23,153
+6,843
+42% +$459K 1.47% 12
2019
Q2 		$1.09M Buy
16,310
+6,374
+64% +$418K 0.95% 14
2019
Q1 		$639K Buy
+9,936
New +$616K 0.48% 28

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

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

Liberty Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,701 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #140.

Liberty Wealth Management first reported a position in ITOT in Q1 2019 and has held it in 20 quarters since. The position peaked at $3.48M in Q4 2019. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Liberty Wealth Management held 3,701 shares of iShares Core S&P Total US Stock Market ETF worth $527K as of Q2 2026.
  • Liberty Wealth Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.07% of Liberty Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Liberty Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2019 and has held it in 20 quarters since.
  • Liberty Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $3.48M in Q4 2019.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.