San Luis Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

San Luis Wealth Advisors’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	$1.2M	Buy	7,322 +480	+7%	+$76.2K	0.18%	81
2026 Q1	$974K	Buy	6,842 +118	+2%	+$17.5K	0.16%	93
2025 Q4	$1,000K	Sell	6,724 -68	-1%	-$10K	0.17%	89
2025 Q3	$989K	Sell	6,792 -686	-9%	-$96.2K	0.18%	74
2025 Q2	$1.01M	Sell	7,478 -425	-5%	-$53K	0.22%	60
2025 Q1	$964K	Sell	7,903 -3,252	-29%	-$419K	0.22%	55
2024 Q4	$1.44M	Sell	11,155 -135	-1%	-$17.5K	0.27%	45
2024 Q3	$1.42M	Buy	11,290 +551	+5%	+$66.7K	0.29%	45
2024 Q2	$1.28M	Buy	+10,739	New	+$1.23M	0.31%	45
2023 Q3	–	Sell	-13,478	Closed	-$1.32M	–	110
2023 Q2	$1.32M	Buy	13,478 +1,576	+13%	+$146K	0.47%	57
2023 Q1	$1.08M	Buy	+11,902	New	+$1.06M	0.41%	67
2022 Q2	–	Sell	-4,795	Closed	-$513K	–	253
2022 Q1	$513K	Buy	+4,795	New	+$478K	0.25%	84
2021 Q4	–	Sell	-4,848	Closed	-$477K	–	117
2021 Q3	$477K	Buy	+4,848	New	+$490K	0.27%	91
2020 Q4	$1.64M	Buy	+19,043	New	+$1.54M	1.06%	28

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

San Luis Wealth Advisors's ITOT Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7% in Q2 2026, buying an estimated $76.2K and bringing the position to 7,322 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #81.

San Luis Wealth Advisors first reported a position in ITOT in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2020. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

San Luis Wealth Advisors held 7,322 shares of iShares Core S&P Total US Stock Market ETF worth $1.2M as of Q2 2026.
San Luis Wealth Advisors bought 480 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $76.2K.
iShares Core S&P Total US Stock Market ETF made up 0.18% of San Luis Wealth Advisors's portfolio in Q2 2026, its #81 holding.
San Luis Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $1.64M in Q4 2020.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.