Oak Barrel Wealth Advisory’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Oak Barrel Wealth Advisory's ITOT Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 12,959 shares worth $2.13M. The stake represents 0.94% of the portfolio and ranks #16 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in ITOT as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in ITOT in Q4 2025 and has held it in 2 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Oak Barrel Wealth Advisory held 12,959 shares of iShares Core S&P Total US Stock Market ETF worth $2.13M as of Q2 2026.
- iShares Core S&P Total US Stock Market ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.94% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #16 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
- 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.