Sensible Money’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sensible Money’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	$439K	Buy	2,672 +311	+13%	+$49.4K	0.12%	62
2026 Q1	$336K	Buy	2,361 +19	+0.8%	+$2.83K	0.1%	62
2025 Q4	$348K	Hold	2,342	–	–	0.11%	60
2025 Q3	$341K	Hold	2,342	–	–	0.12%	59
2025 Q2	$316K	Hold	2,342	–	–	0.12%	61
2025 Q1	$286K	Buy	2,342 +504	+27%	+$65K	0.12%	62
2024 Q4	$236K	Hold	1,838	–	–	0.1%	72
2024 Q3	$231K	Hold	1,838	–	–	0.1%	74
2024 Q2	$218K	Buy	+1,838	New	+$211K	0.11%	73

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

Sensible Money's ITOT Position: Q2 2026 in Review

Sensible Money increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 13% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,672 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #62.

Sensible Money first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Sensible Money held 2,672 shares of iShares Core S&P Total US Stock Market ETF worth $439K as of Q2 2026.
Sensible Money bought 311 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $49.4K.
iShares Core S&P Total US Stock Market ETF made up 0.12% of Sensible Money's portfolio in Q2 2026, its #62 holding.
Sensible Money first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 9 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 Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.