SWP
ITOT icon

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

ShoreHaven Wealth Partners’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 		$4.27M Buy
25,982
+68
+0.3% +$10.8K 1.34% 20
2026
Q1 		$3.69M Buy
25,914
+1,704
+7% +$253K 1.33% 20
2025
Q4 		$3.6M Hold
24,210
– – 1.29% 21
2025
Q3 		$3.53M Sell
24,210
-905
-4% -$127K 1.3% 23
2025
Q2 		$3.39M Sell
25,115
-233
-0.9% -$29.1K 1.39% 22
2025
Q1 		$3.09M Buy
25,348
+4,456
+21% +$574K 1.48% 21
2024
Q4 		$2.69M Buy
20,892
+24
+0.1% +$3.11K 1.27% 19
2024
Q3 		$2.62M Buy
20,868
+5,195
+33% +$629K 1.26% 20
2024
Q2 		$1.86M Sell
15,673
-3
-0% -$344 0.98% 25
2024
Q1 		$1.81M Sell
15,676
-1,092
-7% -$120K 0.99% 24
2023
Q4 		$1.76M Buy
16,768
+675
+4% +$66.2K 1.07% 23
2023
Q3 		$1.52M Sell
16,093
-359
-2% -$35.3K 1.04% 25
2023
Q2 		$1.61M Sell
16,452
-8,496
-34% -$785K 1.08% 25
2023
Q1 		$2.26M Sell
24,948
-160,835
-87% -$14.3M 1.58% 19
2022
Q4 		$15.8M Sell
185,783
-15,056
-7% -$1.28M 11.1% 1
2022
Q3 		$16M Sell
200,839
-73,089
-27% -$6.46M 12.2% 1
2022
Q2 		$22.9M Buy
273,928
+112,312
+69% +$10.2M 16.48% 1
2022
Q1 		$16.3M Buy
+161,616
New +$16.1M 8.61% 2

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ShoreHaven Wealth Partners's ITOT Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, buying an estimated $10.8K and bringing the position to 25,982 shares worth $4.27M. The position accounts for 1.34% of the portfolio, ranked #20.

ShoreHaven Wealth Partners first reported a position in ITOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.9M in Q2 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • ShoreHaven Wealth Partners held 25,982 shares of iShares Core S&P Total US Stock Market ETF worth $4.27M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 68 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $10.8K.
  • iShares Core S&P Total US Stock Market ETF made up 1.34% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • ShoreHaven Wealth Partners's iShares Core S&P Total US Stock Market ETF position peaked at $22.9M in Q2 2022.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.