Shared Vision Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
Other funds holding ITOT
FPAS
Shared Vision Wealth Group's ITOT Position: Q2 2026 in Review
Shared Vision Wealth Group opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,382 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #104 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in ITOT as recently as Q4 2023.
Shared Vision Wealth Group first reported a position in ITOT in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.32M in Q4 2023. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.
- Shared Vision Wealth Group held 1,382 shares of iShares Core S&P Total US Stock Market ETF worth $227K as of Q2 2026.
- iShares Core S&P Total US Stock Market ETF was a new Shared Vision Wealth Group position in Q2 2026.
- iShares Core S&P Total US Stock Market ETF made up 0.08% of Shared Vision Wealth Group's portfolio in Q2 2026, its #104 holding.
- Shared Vision Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 2 quarters since.
- Shared Vision Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $2.32M in Q4 2023.
- 1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.
Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.