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

Oakwell Private 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	$18.7M	Sell	114,053 -1,304	-1%	-$207K	3.11%	6
2026 Q1	$16.4M	Buy	115,357 +69	+0.1%	+$10.3K	2.93%	7
2025 Q4	$17.1M	Sell	115,288 -146	-0.1%	-$21.5K	3.2%	6
2025 Q3	$16.8M	Sell	115,434 -1,441	-1%	-$202K	3.38%	6
2025 Q2	$15.8M	Sell	116,875 -244	-0.2%	-$30.4K	3.63%	6
2025 Q1	$14.3M	Sell	117,119 -9,526	-8%	-$1.23M	3.95%	6
2024 Q4	$16.3M	Sell	126,645 -559	-0.4%	-$72.4K	4.57%	6
2024 Q3	$16M	Sell	127,204 -5,104	-4%	-$618K	4.6%	5
2024 Q2	$15.7M	Sell	132,308 -967	-0.7%	-$111K	4.44%	5
2024 Q1	$15.4M	Sell	133,275 -3,591	-3%	-$394K	4.67%	5
2023 Q4	$14.4M	Buy	136,866 +2,600	+2%	+$255K	5.03%	5
2023 Q3	$12.6M	Sell	134,266 -1,278	-0.9%	-$126K	5.37%	4
2023 Q2	$13.3M	Buy	135,544 +34	+0%	+$3.14K	5.55%	4
2023 Q1	$12.3M	Buy	135,510 +2,223	+2%	+$197K	5.59%	4
2022 Q4	$11.3M	Buy	133,287 +31,876	+31%	+$2.72M	5.4%	5
2022 Q3	$8.07M	Buy	101,411 +61,713	+155%	+$5.46M	4.47%	5
2022 Q2	$3.33M	Buy	39,698 +10,162	+34%	+$926K	1.9%	11
2022 Q1	$2.98M	Sell	29,536 -43	-0.1%	-$4.29K	1.5%	15
2021 Q4	$3.16M	Buy	29,579 +1,020	+4%	+$107K	1.57%	14
2021 Q3	$2.81M	Sell	28,559 -2,605	-8%	-$263K	1.52%	15
2021 Q2	$3.08M	Sell	31,164 -629	-2%	-$60.5K	1.98%	13
2021 Q1	$2.91M	Sell	31,793 -3,236	-9%	-$290K	2.06%	12
2020 Q4	$3.02M	Buy	+35,029	New	+$2.84M	2.37%	12

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

Oakwell Private Wealth Management's ITOT Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.1% in Q2 2026, selling an estimated $207K and leaving 114,053 shares worth $18.7M. The position accounts for 3.11% of the portfolio, ranked #6.

Oakwell Private Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Oakwell Private Wealth Management held 114,053 shares of iShares Core S&P Total US Stock Market ETF worth $18.7M as of Q2 2026.
Oakwell Private Wealth Management sold 1,304 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $207K.
iShares Core S&P Total US Stock Market ETF made up 3.11% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #6 holding.
Oakwell Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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