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Onyx Bridge Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Onyx Bridge Wealth Group’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 		$570K Hold
3,468
– – 0.05% 223
2026
Q1 		$494K Buy
3,468
+12
+0.3% +$1.78K 0.05% 220
2025
Q4 		$514K Buy
3,456
+780
+29% +$115K 0.05% 220
2025
Q3 		$390K Buy
2,676
+25
+0.9% +$3.51K 0.04% 253
2025
Q2 		$358K Buy
2,651
+299
+13% +$37.3K 0.05% 208
2025
Q1 		$287K Buy
2,352
+1
+0% +$129 0.04% 217
2024
Q4 		$302K Sell
2,351
-281
-11% -$36.4K 0.04% 211
2024
Q3 		$331K Buy
2,632
+70
+3% +$8.47K 0.05% 204
2024
Q2 		$304K Buy
2,562
+1
+0% +$115 0.05% 202
2024
Q1 		$286K Sell
2,561
-103
-4% -$11.3K 0.05% 196
2023
Q4 		$280K Buy
2,664
+4
+0.2% +$392 0.06% 198
2023
Q3 		$251K Sell
2,660
-313
-11% -$30.8K 0.06% 193
2023
Q2 		$291K Buy
2,973
+500
+20% +$46.2K 0.07% 176
2023
Q1 		$224K Sell
2,473
-15
-0.6% -$1.33K 0.09% 156
2022
Q4 		$214K Sell
2,488
-125
-5% -$10.7K 0.09% 161
2022
Q3 		$208K Sell
2,613
-420
-14% -$37.1K 0.09% 143
2022
Q2 		$266K Hold
3,033
– – 0.12% 114
2022
Q1 		$282K Buy
3,033
+115
+4% +$11.5K 0.11% 110
2021
Q4 		$314K Buy
2,918
+131
+5% +$13.7K 0.11% 114
2021
Q3 		$286K Buy
+2,787
New +$282K 0.11% 101

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Onyx Bridge Wealth Group's ITOT Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 3,468 shares worth $570K. The position accounts for 0.05% of the portfolio, ranked #223.

Onyx Bridge Wealth Group first reported a position in ITOT in Q3 2021 and has held it in 20 quarters since. 752 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,468 shares of iShares Core S&P Total US Stock Market ETF worth $570K as of Q2 2026.
  • Onyx Bridge Wealth Group 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 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #223 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 752 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.