Occidental Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Occidental Asset 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	$381K	Hold	2,321	–	–	0.04%	217
2026 Q1	$331K	Buy	2,321 +185	+9%	+$27.5K	0.04%	208
2025 Q4	$318K	Hold	2,136	–	–	0.04%	201
2025 Q3	$311K	Hold	2,136	–	–	0.04%	201
2025 Q2	$288K	Sell	2,136 -16	-0.7%	-$2K	0.04%	200
2025 Q1	$263K	Sell	2,152 -59	-3%	-$7.61K	0.04%	204
2024 Q4	$284K	Sell	2,211 -109	-5%	-$14.1K	0.04%	171
2024 Q3	$291K	Buy	2,320 +7	+0.3%	+$847	0.05%	172
2024 Q2	$275K	Buy	+2,313	New	+$265K	0.05%	167

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

Occidental Asset Management's ITOT Position: Q2 2026 in Review

Occidental Asset Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,321 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #217.

Occidental Asset Management first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Occidental Asset Management held 2,321 shares of iShares Core S&P Total US Stock Market ETF worth $381K as of Q2 2026.
Occidental Asset Management left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #217 holding.
Occidental Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 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 Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.