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

One Wealth Advisors’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	$3.08M	Sell	18,744 -99	-0.5%	-$15.7K	0.34%	52
2026 Q1	$2.68M	Sell	18,843 -2,757	-13%	-$410K	0.33%	56
2025 Q4	$3.21M	Buy	21,600 +1,230	+6%	+$182K	0.39%	48
2025 Q3	$2.97M	Sell	20,370 -79	-0.4%	-$11.1K	0.37%	51
2025 Q2	$2.76M	Buy	20,449 +2,606	+15%	+$325K	0.38%	48
2025 Q1	$2.18M	Buy	17,843 +12,648	+243%	+$1.63M	0.33%	57
2024 Q4	$668K	Sell	5,195 -111	-2%	-$14.4K	0.1%	103
2024 Q3	$667K	Sell	5,306 -82	-2%	-$9.93K	0.1%	105
2024 Q2	$629K	Buy	+5,388	New	+$618K	0.13%	86

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

One Wealth Advisors's ITOT Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.53% in Q2 2026, selling an estimated $15.7K and leaving 18,744 shares worth $3.08M. The position accounts for 0.34% of the portfolio, ranked #52.

One Wealth Advisors first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.21M in Q4 2025. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

One Wealth Advisors held 18,744 shares of iShares Core S&P Total US Stock Market ETF worth $3.08M as of Q2 2026.
One Wealth Advisors sold 99 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.7K.
iShares Core S&P Total US Stock Market ETF made up 0.34% of One Wealth Advisors's portfolio in Q2 2026, its #52 holding.
One Wealth Advisors 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.
One Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $3.21M in Q4 2025.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.