Private Wealth Asset Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Private Wealth Asset Management's ITOT Position: Q2 2026 in Review
Private Wealth Asset Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 6.5% in Q2 2026, buying an estimated $796K and bringing the position to 81,863 shares worth $13.4M. The position accounts for 1.3% of the portfolio, ranked #15.
Private Wealth Asset Management first reported a position in ITOT in Q1 2025 and has held it in 6 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Private Wealth Asset Management held 81,863 shares of iShares Core S&P Total US Stock Market ETF worth $13.4M as of Q2 2026.
- Private Wealth Asset Management bought 5,012 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $796K.
- iShares Core S&P Total US Stock Market ETF made up 1.3% of Private Wealth Asset Management's portfolio in Q2 2026, its #15 holding.
- Private Wealth Asset Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.