Schrum Private Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Schrum Private Wealth Management's ITOT Position: Q2 2026 in Review
Schrum Private Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 36% in Q2 2026, selling an estimated $1.18M and leaving 13,303 shares worth $1.85M. The position accounts for 1.9% of the portfolio, ranked #10.
Schrum Private Wealth Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.98M in Q4 2025. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Schrum Private Wealth Management held 13,303 shares of iShares Core S&P Total US Stock Market ETF worth $1.85M as of Q2 2026.
- Schrum Private Wealth Management sold 7,446 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $1.18M.
- iShares Core S&P Total US Stock Market ETF made up 1.9% of Schrum Private Wealth Management's portfolio in Q2 2026, its #10 holding.
- Schrum Private Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
- Schrum Private Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $2.98M in Q4 2025.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.