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

ORG Wealth Partners’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	$79K	Buy	481 +225	+88%	+$35.7K	0.01%	308
2026 Q1	$36.5K	Sell	256 -45	-15%	-$6.69K	0.01%	355
2025 Q4	$44.8K	Hold	301	–	–	0.01%	331
2025 Q3	$43.9K	Hold	301	–	–	0.01%	332
2025 Q2	$40.6K	Hold	301	–	–	0.01%	344
2025 Q1	$36.9K	Buy	+301	New	+$38.8K	0.01%	375

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

ORG Wealth Partners's ITOT Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 88% in Q2 2026, buying an estimated $35.7K and bringing the position to 481 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #308.

ORG Wealth Partners first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

ORG Wealth Partners held 481 shares of iShares Core S&P Total US Stock Market ETF worth $79K as of Q2 2026.
ORG Wealth Partners bought 225 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $35.7K.
iShares Core S&P Total US Stock Market ETF made up 0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #308 holding.
ORG Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.