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

Parkworth 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
2025
Q2 		$1.05M Buy
7,783
+1,332
+21% +$166K 0.76% 28
2025
Q1 		$787K Buy
6,451
+2,351
+57% +$303K 0.63% 31
2024
Q4 		$527K Buy
+4,100
New +$531K 0.44% 35

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkworth Wealth Management's ITOT Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 21% in Q2 2025, buying an estimated $166K and bringing the position to 7,783 shares worth $1.05M. The position accounts for 0.76% of the portfolio, ranked #28.

Parkworth Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 3 quarters since. 1,468 funds tracked by Wall St. Rank hold ITOT as of Q2 2025.

  • Parkworth Wealth Management held 7,783 shares of iShares Core S&P Total US Stock Market ETF worth $1.05M as of Q2 2025.
  • Parkworth Wealth Management bought 1,332 iShares Core S&P Total US Stock Market ETF shares in Q2 2025, an estimated $166K.
  • iShares Core S&P Total US Stock Market ETF made up 0.76% of Parkworth Wealth Management's portfolio in Q2 2025, its #28 holding.
  • Parkworth Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,468 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.