Oath Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Oath Planning’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	$430K	Sell	2,619 -21	-0.8%	-$3.33K	0.32%	43
2026 Q1	$376K	Buy	2,640 +22	+0.8%	+$3.27K	0.33%	43
2025 Q4	$389K	Buy	+2,618	New	+$386K	0.38%	43

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

Oath Planning's ITOT Position: Q2 2026 in Review

Oath Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.8% in Q2 2026, selling an estimated $3.33K and leaving 2,619 shares worth $430K. The position accounts for 0.32% of the portfolio, ranked #43.

Oath Planning first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Oath Planning held 2,619 shares of iShares Core S&P Total US Stock Market ETF worth $430K as of Q2 2026.
Oath Planning sold 21 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.33K.
iShares Core S&P Total US Stock Market ETF made up 0.32% of Oath Planning's portfolio in Q2 2026, its #43 holding.
Oath Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 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 Oath Planning's 13F filing for Q2 2026, filed 24 Jul 2026.