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

NerdWallet Wealth Partners’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	$265K	Buy	1,613 +136	+9%	+$21.6K	0.09%	56
2026 Q1	$210K	Sell	1,477 -24	-2%	-$3.57K	0.09%	58
2025 Q4	$223K	Buy	1,501 +92	+7%	+$13.6K	0.1%	59
2025 Q3	$205K	Buy	+1,409	New	+$198K	0.1%	61

Other funds holding ITOT

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return