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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.67M Buy
10,160
+181
+2% +$28.7K 0.78% 23
2026
Q1
$1.42M Buy
9,979
+235
+2% +$34.9K 0.71% 29
2025
Q4
$1.45M Buy
9,744
+99
+1% +$14.6K 0.72% 25
2025
Q3
$1.4M Buy
9,645
+61
+0.6% +$8.55K 0.74% 25
2025
Q2
$1.29M Buy
9,584
+28
+0.3% +$3.49K 0.74% 25
2025
Q1
$1.17M Buy
9,556
+65
+0.7% +$8.38K 0.76% 25
2024
Q4
$1.22M Buy
9,491
+207
+2% +$26.8K 0.84% 23
2024
Q3
$1.17M Sell
9,284
-197
-2% -$23.9K 0.84% 25
2024
Q2
$1.13M Buy
9,481
+166
+2% +$19.1K 0.86% 25
2024
Q1
$1.07M Hold
9,315
0.87% 26
2023
Q4
$980K Sell
9,315
-221
-2% -$21.7K 0.86% 25
2023
Q3
$898K Buy
9,536
+1,350
+16% +$133K 0.88% 28
2023
Q2
$801K Sell
8,186
-107
-1% -$9.89K 0.74% 34
2023
Q1
$751K Buy
8,293
+198
+2% +$17.6K 0.7% 37
2022
Q4
$686K Buy
8,095
+133
+2% +$11.4K 0.68% 39
2022
Q3
$633K Sell
7,962
-232
-3% -$20.5K 0.7% 40
2022
Q2
$687K Buy
8,194
+212
+3% +$19.3K 0.7% 39
2022
Q1
$806K Buy
7,982
+334
+4% +$33.3K 0.69% 39
2021
Q4
$818K Buy
7,648
+64
+0.8% +$6.69K 0.69% 38
2021
Q3
$746K Buy
7,584
+389
+5% +$39.3K 0.68% 36
2021
Q2
$711K Buy
7,195
+217
+3% +$20.9K 0.65% 41
2021
Q1
$639K Buy
6,978
+1,579
+29% +$142K 0.61% 44
2020
Q4
$466K Buy
+5,399
New +$437K 0.47% 53

Other funds holding ITOT

Signature Wealth Management Partners's ITOT Position: Q2 2026 in Review

Signature Wealth Management Partners increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.8% in Q2 2026, buying an estimated $28.7K and bringing the position to 10,160 shares worth $1.67M. The position accounts for 0.78% of the portfolio, ranked #23.

Signature Wealth Management Partners first reported a position in ITOT in Q4 2020 and has held it in 23 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Signature Wealth Management Partners held 10,160 shares of iShares Core S&P Total US Stock Market ETF worth $1.67M as of Q2 2026.
  • Signature Wealth Management Partners bought 181 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $28.7K.
  • iShares Core S&P Total US Stock Market ETF made up 0.78% of Signature Wealth Management Partners's portfolio in Q2 2026, its #23 holding.
  • Signature Wealth Management Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.