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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
1,767
+13
+0.7% +$2.06K 0.06% 163
2026
Q1
$250K Buy
+1,754
New +$261K 0.06% 172
2025
Q3
Sell
-816
Closed -$110K 367
2025
Q2
$110K Buy
816
+1
+0.1% +$125 0.03% 261
2025
Q1
$99.5K Buy
+815
New +$105K 0.03% 275
2024
Q3
Sell
-815
Closed -$96.8K 682
2024
Q2
$96.8K Buy
+815
New +$93.5K 0.03% 273

Other funds holding ITOT

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

Opal Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.74% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,767 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #163.

Opal Wealth Advisors first reported a position in ITOT in Q2 2024 and has held it in 5 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Opal Wealth Advisors held 1,767 shares of iShares Core S&P Total US Stock Market ETF worth $290K as of Q2 2026.
  • Opal Wealth Advisors bought 13 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.06K.
  • iShares Core S&P Total US Stock Market ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Opal Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.