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

Orgel Wealth Management’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	$1.16M	Sell	7,065 -962	-12%	-$153K	0.02%	60
2026 Q1	$1.14M	Buy	8,027 +962	+14%	+$143K	0.02%	51
2025 Q4	$1.05M	Hold	7,065	–	–	0.02%	51
2025 Q3	$1.03M	Hold	7,065	–	–	0.02%	50
2025 Q2	$954K	Hold	7,065	–	–	0.02%	51
2025 Q1	$862K	Hold	7,065	–	–	0.02%	50
2024 Q4	$909K	Sell	7,065 -2,448	-26%	-$317K	0.02%	49
2024 Q3	$1.2M	Hold	9,513	–	–	0.03%	44
2024 Q2	$1.13M	Hold	9,513	–	–	0.03%	44
2024 Q1	$1.1M	Hold	9,513	–	–	0.03%	43
2023 Q4	$1M	Hold	9,513	–	–	0.03%	44
2023 Q3	$896K	Hold	9,513	–	–	0.03%	46
2023 Q2	$931K	Sell	9,513 -32	-0.3%	-$2.96K	0.03%	45
2023 Q1	$864K	Buy	9,545 +32	+0.3%	+$2.84K	0.03%	43
2022 Q4	$807K	Buy	+9,513	New	+$812K	0.03%	44

Other funds holding ITOT

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

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

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Orgel Wealth Management's ITOT Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 12% in Q2 2026, selling an estimated $153K and leaving 7,065 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #60.

Orgel Wealth Management first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q3 2024. 349 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Orgel Wealth Management held 7,065 shares of iShares Core S&P Total US Stock Market ETF worth $1.16M as of Q2 2026.
Orgel Wealth Management sold 962 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $153K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #60 holding.
Orgel Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Orgel Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $1.2M in Q3 2024.
349 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.