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

Prosperity Planning’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 		$1.82M Sell
11,102
-1,850
-14% -$294K 0.42% 43
2026
Q1 		$1.84M Sell
12,952
-85
-0.7% -$12.6K 0.47% 43
2025
Q4 		$1.94M Buy
13,037
+48
+0.4% +$7.08K 0.51% 42
2025
Q3 		$1.89M Sell
12,989
-59
-0.5% -$8.27K 0.51% 42
2025
Q2 		$1.76M Sell
13,048
-19
-0.1% -$2.37K 0.51% 41
2025
Q1 		$1.59M Sell
13,067
-4,348
-25% -$560K 0.5% 42
2024
Q4 		$2.24M Sell
17,415
-511
-3% -$66.2K 0.72% 35
2024
Q3 		$2.25M Sell
17,926
-1,523
-8% -$184K 0.71% 34
2024
Q2 		$2.31M Sell
19,449
-20
-0.1% -$2.29K 0.79% 31
2024
Q1 		$2.24M Sell
19,469
-132
-0.7% -$14.5K 0.78% 29
2023
Q4 		$2.06M Sell
19,601
-96
-0.5% -$9.41K 0.77% 29
2023
Q3 		$1.86M Sell
19,697
-31
-0.2% -$3.05K 0.78% 28
2023
Q2 		$1.93M Sell
19,728
-11
-0.1% -$1.02K 0.8% 30
2023
Q1 		$1.79M Buy
19,739
+11
+0.1% +$977 0.78% 32
2022
Q4 		$1.67M Hold
19,728
– – 0.83% 27
2022
Q3 		$1.57M Sell
19,728
-30
-0.2% -$2.65K 0.82% 31
2022
Q2 		$1.66M Hold
19,758
– – 0.85% 27
2022
Q1 		$2M Hold
19,758
– – 0.98% 26
2021
Q4 		$2.11M Buy
19,758
+44
+0.2% +$4.6K 1.07% 25
2021
Q3 		$1.94M Buy
19,714
+15
+0.1% +$1.52K 1.06% 26
2021
Q2 		$1.95M Sell
19,699
-22
-0.1% -$2.12K 1.21% 24
2021
Q1 		$1.81M Buy
19,721
+4
+0% +$359 1.28% 23
2020
Q4 		$1.7M Buy
+19,717
New +$1.6M 1.44% 23

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

Prosperity Planning's ITOT Position: Q2 2026 in Review

Prosperity Planning reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 14% in Q2 2026, selling an estimated $294K and leaving 11,102 shares worth $1.82M. The position accounts for 0.42% of the portfolio, ranked #43.

Prosperity Planning first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.31M in Q2 2024. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Prosperity Planning held 11,102 shares of iShares Core S&P Total US Stock Market ETF worth $1.82M as of Q2 2026.
  • Prosperity Planning sold 1,850 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $294K.
  • iShares Core S&P Total US Stock Market ETF made up 0.42% of Prosperity Planning's portfolio in Q2 2026, its #43 holding.
  • Prosperity Planning first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Prosperity Planning's iShares Core S&P Total US Stock Market ETF position peaked at $2.31M in Q2 2024.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.