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

Sard Wealth Management Group’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	$9.85M	Sell	59,943 -566	-0.9%	-$89.8K	4.71%	8
2026 Q1	$8.62M	Sell	60,509 -689	-1%	-$102K	4.69%	8
2025 Q4	$9.1M	Sell	61,198 -1,074	-2%	-$159K	4.99%	7
2025 Q3	$9.07M	Sell	62,272 -811	-1%	-$114K	5.17%	7
2025 Q2	$8.52M	Buy	63,083 +14	+0%	+$1.75K	5.25%	7
2025 Q1	$7.7M	Sell	63,069 -361	-0.6%	-$46.5K	5.16%	7
2024 Q4	$8.16M	Sell	63,430 -3,879	-6%	-$502K	5.48%	7
2024 Q3	$8.46M	Sell	67,309 -755	-1%	-$91.4K	5.59%	7
2024 Q2	$8.08M	Sell	68,064 -1,394	-2%	-$160K	5.68%	7
2024 Q1	$8.01M	Sell	69,458 -122	-0.2%	-$13.4K	7.24%	4
2023 Q4	$7.32M	Buy	+69,580	New	+$6.82M	7.39%	4

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

Sard Wealth Management Group's ITOT Position: Q2 2026 in Review

Sard Wealth Management Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.94% in Q2 2026, selling an estimated $89.8K and leaving 59,943 shares worth $9.85M. The position accounts for 4.71% of the portfolio, ranked #8.

Sard Wealth Management Group first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sard Wealth Management Group held 59,943 shares of iShares Core S&P Total US Stock Market ETF worth $9.85M as of Q2 2026.
Sard Wealth Management Group sold 566 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $89.8K.
iShares Core S&P Total US Stock Market ETF made up 4.71% of Sard Wealth Management Group's portfolio in Q2 2026, its #8 holding.
Sard Wealth Management Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 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 Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.