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

Selective Wealth Management’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	$378K	Buy	2,317 +1	+0%	+$159	0.1%	101
2026 Q1	$360K	Buy	2,316 +170	+8%	+$25.3K	0.11%	95
2025 Q4	$325K	Buy	2,146 +475	+28%	+$70.1K	0.1%	84
2025 Q3	$245K	Buy	+1,671	New	+$234K	0.08%	89
2022 Q4	–	Sell	-205	Closed	-$16K	–	419
2022 Q3	$16K	Sell	205 -318	-61%	-$28.1K	0.01%	462
2022 Q2	$44K	Hold	523	–	–	0.02%	344
2022 Q1	$53K	Hold	523	–	–	0.02%	290
2021 Q4	$56K	Hold	523	–	–	0.02%	258
2021 Q3	$51K	Hold	523	–	–	0.03%	248
2021 Q2	$52K	Hold	523	–	–	0.04%	187
2021 Q1	$48K	Hold	523	–	–	0.04%	132
2020 Q4	$45K	Buy	+523	New	+$42.4K	0.03%	118

Other funds holding ITOT

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return

Selective Wealth Management's ITOT Position: Q2 2026 in Review

Selective Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.04% in Q2 2026, buying an estimated $159 and bringing the position to 2,317 shares worth $378K. The position accounts for 0.1% of the portfolio, ranked #101.

Selective Wealth Management first reported a position in ITOT in Q4 2020 and has held it in 12 quarters since. 899 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Selective Wealth Management held 2,317 shares of iShares Core S&P Total US Stock Market ETF worth $378K as of Q2 2026.
Selective Wealth Management bought 1 iShares Core S&P Total US Stock Market ETF share in Q2 2026, an estimated $159.
iShares Core S&P Total US Stock Market ETF made up 0.1% of Selective Wealth Management's portfolio in Q2 2026, its #101 holding.
Selective Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 12 quarters since.
899 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.