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

Marietta 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 		$533K Buy
3,245
+219
+7% +$34.8K 0.05% 107
2026
Q1 		$431K Sell
3,026
-568
-16% -$84.5K 0.05% 114
2025
Q4 		$534K Sell
3,594
-1
-0% -$148 0.06% 102
2025
Q3 		$524K Buy
3,595
+259
+8% +$36.3K 0.06% 101
2025
Q2 		$450K Buy
3,336
+33
+1% +$4.12K 0.06% 103
2025
Q1 		$403K Sell
3,303
-1,297
-28% -$167K 0.06% 98
2024
Q4 		$592K Buy
4,600
+178
+4% +$23K 0.08% 93
2024
Q3 		$555K Sell
4,422
-138
-3% -$16.7K 0.08% 92
2024
Q2 		$542K Buy
4,560
+415
+10% +$47.6K 0.08% 92
2024
Q1 		$478K Sell
4,145
-128
-3% -$14K 0.08% 93
2023
Q4 		$450K Sell
4,273
-53
-1% -$5.19K 0.08% 96
2023
Q3 		$407K Buy
4,326
+159
+4% +$15.6K 0.08% 94
2023
Q2 		$408K Buy
4,167
+479
+13% +$44.3K 0.08% 99
2023
Q1 		$334K Buy
3,688
+18
+0.5% +$1.6K 0.07% 98
2022
Q4 		$311K Sell
3,670
-673
-15% -$57.4K 0.07% 101
2022
Q3 		$345K Buy
4,343
+161
+4% +$14.2K 0.09% 94
2022
Q2 		$350K Buy
4,182
+257
+7% +$23.4K 0.08% 96
2022
Q1 		$396K Buy
3,925
+1,174
+43% +$117K 0.08% 93
2021
Q4 		$294K Buy
2,751
+58
+2% +$6.06K 0.06% 109
2021
Q3 		$265K Buy
2,693
+125
+5% +$12.6K 0.06% 109
2021
Q2 		$254K Buy
2,568
+346
+16% +$33.3K 0.06% 110
2021
Q1 		$204K Buy
+2,222
New +$199K 0.05% 112

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

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

Marietta Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.2% in Q2 2026, buying an estimated $34.8K and bringing the position to 3,245 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #107.

Marietta Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $592K in Q4 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Marietta Wealth Management held 3,245 shares of iShares Core S&P Total US Stock Market ETF worth $533K as of Q2 2026.
  • Marietta Wealth Management bought 219 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Core S&P Total US Stock Market ETF made up 0.05% of Marietta Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Marietta Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Marietta Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $592K in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.