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

Outlook Wealth Advisors’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	$1.05M	Buy	6,371 +1	+0%	+$159	0.23%	95
2026 Q1	$907K	Buy	6,370 +212	+3%	+$31.5K	0.22%	96
2025 Q4	$916K	Sell	6,158 -207	-3%	-$30.6K	0.21%	92
2025 Q3	$927K	Hold	6,365	–	–	0.23%	94
2025 Q2	$860K	Sell	6,365 -21	-0.3%	-$2.62K	0.22%	91
2025 Q1	$779K	Buy	6,386 +364	+6%	+$46.9K	0.22%	93
2024 Q4	$775K	Buy	6,022 +44	+0.7%	+$5.7K	0.22%	95
2024 Q3	$751K	Buy	5,978 +284	+5%	+$34.4K	0.22%	93
2024 Q2	$16M	Hold	5,694	–	–	4.98%	2
2024 Q1	$657K	Sell	5,694 -538	-9%	-$59K	0.2%	107
2023 Q4	$656K	Sell	6,232 -4,605	-42%	-$451K	0.23%	92
2023 Q3	$1.02M	Hold	10,837	–	–	0.39%	56
2023 Q2	$1.06M	Sell	10,837 -163	-1%	-$15.1K	0.4%	51
2023 Q1	$996K	Sell	11,000 -1,665	-13%	-$148K	0.44%	52
2022 Q4	$1.07M	Sell	12,665 -90,646	-88%	-$7.74M	0.51%	46
2022 Q3	$8.22M	Sell	103,311 -38,491	-27%	-$3.4M	3.68%	4
2022 Q2	$11.9M	Sell	141,802 -19,789	-12%	-$1.8M	4.86%	2
2022 Q1	$16.3M	Sell	161,591 -19,477	-11%	-$1.94M	5.45%	1
2021 Q4	$19.4M	Buy	181,068 +58,824	+48%	+$6.15M	5.69%	2
2021 Q3	$12M	Buy	122,244 +10,600	+9%	+$1.07M	3.93%	2
2021 Q2	$11M	Sell	111,644 -4	-0%	-$385	3.53%	3
2021 Q1	$10.2M	Buy	111,648 +9,538	+9%	+$855K	3.55%	3
2020 Q4	$8.8M	Sell	102,110 -30,112	-23%	-$2.44M	3.21%	4
2020 Q3	$9.98M	Sell	132,222 -1,821	-1%	-$136K	3.97%	3
2020 Q2	$9.31M	Sell	134,043 -30,114	-18%	-$1.97M	3.95%	2
2020 Q1	$9.39M	Sell	164,157 -11,348	-6%	-$779K	5.3%	2
2019 Q4	$12.8M	Buy	175,505 +37,865	+28%	+$2.63M	7.19%	2
2019 Q3	$9.23M	Buy	137,640 +25,301	+23%	+$1.7M	5.5%	3
2019 Q2	$7.49M	Buy	112,339 +40,128	+56%	+$2.63M	4.94%	2
2019 Q1	$4.65M	Sell	72,211 -44,949	-38%	-$2.79M	3.83%	3
2018 Q4	$6.65M	Buy	+117,160	New	+$7.2M	3.03%	5

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

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

Outlook Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.02% in Q2 2026, buying an estimated $159 and bringing the position to 6,371 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #95.

Outlook Wealth Advisors first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $19.4M in Q4 2021. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Outlook Wealth Advisors held 6,371 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q2 2026.
Outlook Wealth Advisors bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.23% of Outlook Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Outlook Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $19.4M in Q4 2021.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.