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

Power 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	$806K	Buy	4,905 +470	+11%	+$74.6K	0.28%	58
2026 Q1	$632K	Buy	4,435 +173	+4%	+$25.7K	0.24%	59
2025 Q4	$634K	Buy	4,262 +537	+14%	+$79.3K	0.22%	67
2025 Q3	$543K	Buy	3,725 +139	+4%	+$19.5K	0.2%	67
2025 Q2	$484K	Buy	3,586 +401	+13%	+$50K	0.19%	65
2025 Q1	$389K	Buy	3,185 +1,503	+89%	+$194K	0.16%	70
2024 Q4	$216K	Buy	+1,682	New	+$218K	0.09%	87

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

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

Power Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 11% in Q2 2026, buying an estimated $74.6K and bringing the position to 4,905 shares worth $806K. The position accounts for 0.28% of the portfolio, ranked #58.

Power Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,718 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Power Wealth Management held 4,905 shares of iShares Core S&P Total US Stock Market ETF worth $806K as of Q2 2026.
Power Wealth Management bought 470 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $74.6K.
iShares Core S&P Total US Stock Market ETF made up 0.28% of Power Wealth Management's portfolio in Q2 2026, its #58 holding.
Power Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
1,718 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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