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

Prism Planning 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 		$28.6M Buy
174,303
+5,289
+3% +$839K 30.3% 1
2026
Q1 		$24.1M Buy
169,014
+6,980
+4% +$1.04M 28.47% 1
2025
Q4 		$24.1M Buy
+162,034
New +$23.9M 27.03% 1

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Prism Planning Partners's ITOT Position: Q2 2026 in Review

Prism Planning Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 3.1% in Q2 2026, buying an estimated $839K and bringing the position to 174,303 shares worth $28.6M. The position accounts for 30.3% of the portfolio, ranked #1.

Prism Planning Partners first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,716 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Prism Planning Partners held 174,303 shares of iShares Core S&P Total US Stock Market ETF worth $28.6M as of Q2 2026.
  • Prism Planning Partners bought 5,289 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $839K.
  • iShares Core S&P Total US Stock Market ETF made up 30.3% of Prism Planning Partners's portfolio in Q2 2026, its #1 holding.
  • Prism Planning Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,716 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Prism Planning Partners's 13F filing for Q2 2026, filed 23 Jul 2026.