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Schwarz Dygos Wheeler Investment Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$1.06M Buy
6,455
+6
+0.1% +$952 0.2% 81
2026
Q1 		$919K Buy
6,449
+12
+0.2% +$1.78K 0.19% 79
2025
Q4 		$957K Buy
6,437
+8
+0.1% +$1.18K 0.2% 78
2025
Q3 		$936K Buy
6,429
+9
+0.1% +$1.26K 0.2% 79
2025
Q2 		$867K Buy
6,420
+17
+0.3% +$2.12K 0.2% 80
2025
Q1 		$781K Buy
6,403
+128
+2% +$16.5K 0.19% 81
2024
Q4 		$807K Buy
6,275
+8
+0.1% +$1.04K 0.2% 79
2024
Q3 		$787K Sell
6,267
-92
-1% -$11.1K 0.2% 80
2024
Q2 		$755K Buy
6,359
+7
+0.1% +$803 0.2% 80
2024
Q1 		$732K Buy
6,352
+6
+0.1% +$658 0.2% 79
2023
Q4 		$668K Buy
6,346
+20
+0.3% +$1.96K 0.21% 78
2023
Q3 		$596K Buy
6,326
+2
+0% +$197 0.2% 75
2023
Q2 		$619K Buy
6,324
+15
+0.2% +$1.39K 0.2% 75
2023
Q1 		$571K Buy
+6,309
New +$560K 0.21% 71

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's ITOT Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.09% in Q2 2026, buying an estimated $952 and bringing the position to 6,455 shares worth $1.06M. The position accounts for 0.2% of the portfolio, ranked #81.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ITOT in Q1 2023 and has held it in 14 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,455 shares of iShares Core S&P Total US Stock Market ETF worth $1.06M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 6 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $952.
  • iShares Core S&P Total US Stock Market ETF made up 0.2% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #81 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.