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

National Wealth Management Group’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	$541K	Buy	3,292 +6	+0.2%	+$952	0.17%	114
2026 Q1	$468K	Buy	3,286 +37	+1%	+$5.5K	0.17%	120
2025 Q4	$483K	Sell	3,249 -96	-3%	-$14.2K	0.17%	129
2025 Q3	$487K	Buy	3,345 +955	+40%	+$134K	0.18%	127
2025 Q2	$323K	Buy	+2,390	New	+$298K	0.18%	123

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

National Wealth Management Group's ITOT Position: Q2 2026 in Review

National Wealth Management Group increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q2 2026, buying an estimated $952 and bringing the position to 3,292 shares worth $541K. The position accounts for 0.17% of the portfolio, ranked #114.

National Wealth Management Group first reported a position in ITOT in Q2 2025 and has held it in 5 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

National Wealth Management Group held 3,292 shares of iShares Core S&P Total US Stock Market ETF worth $541K as of Q2 2026.
National Wealth Management Group bought 6 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $952.
iShares Core S&P Total US Stock Market ETF made up 0.17% of National Wealth Management Group's portfolio in Q2 2026, its #114 holding.
National Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2025 and has held it in 5 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 National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.