Optivise Advisory Services’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Optivise Advisory Services’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	$879K	Sell	5,351 -100	-2%	-$15.9K	0.45%	62
2026 Q1	$776K	Sell	5,451 -103	-2%	-$15.3K	0.47%	59
2025 Q4	$826K	Sell	5,554 -211	-4%	-$31.1K	0.48%	60
2025 Q3	$840K	Sell	5,765 -5,929	-51%	-$831K	0.5%	51
2025 Q2	$1.58M	Sell	11,694 -692	-6%	-$86.4K	0.81%	29
2025 Q1	$1.51M	Sell	12,386 -92	-0.7%	-$11.9K	0.85%	26
2024 Q4	$1.6M	Sell	12,478 -79	-0.6%	-$10.2K	0.86%	31
2024 Q3	$1.58M	Buy	12,557 +138	+1%	+$16.7K	0.83%	33
2024 Q2	$1.48M	Buy	+12,419	New	+$1.43M	0.8%	34

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Optivise Advisory Services's ITOT Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, selling an estimated $15.9K and leaving 5,351 shares worth $879K. The position accounts for 0.45% of the portfolio, ranked #62.

Optivise Advisory Services first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2024. 687 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Optivise Advisory Services held 5,351 shares of iShares Core S&P Total US Stock Market ETF worth $879K as of Q2 2026.
Optivise Advisory Services sold 100 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $15.9K.
iShares Core S&P Total US Stock Market ETF made up 0.45% of Optivise Advisory Services's portfolio in Q2 2026, its #62 holding.
Optivise Advisory Services 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.
Optivise Advisory Services's iShares Core S&P Total US Stock Market ETF position peaked at $1.6M in Q4 2024.
687 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.