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

SIMA 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	$77.7K	Hold	473	–	–	0.06%	72
2026 Q1	$67.4K	Hold	473	–	–	0.05%	73
2025 Q4	$70.3K	Hold	473	–	–	0.05%	71
2025 Q3	$68.9K	Hold	473	–	–	0.05%	76
2025 Q2	$63.9K	Hold	473	–	–	0.05%	73
2025 Q1	$57.7K	Hold	473	–	–	0.05%	82
2024 Q4	$60.8K	Buy	+473	New	+$61.2K	0.05%	84
2024 Q3	–	Sell	-22	Closed	-$2.61K	–	157
2024 Q2	$2.61K	Buy	+22	New	+$2.52K	﹤0.01%	144

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

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

SIMA Wealth Partners held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 473 shares worth $77.7K. The position accounts for 0.06% of the portfolio, ranked #72.

SIMA Wealth Partners first reported a position in ITOT in Q2 2024 and has held it in 8 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

SIMA Wealth Partners held 473 shares of iShares Core S&P Total US Stock Market ETF worth $77.7K as of Q2 2026.
SIMA Wealth Partners left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of SIMA Wealth Partners's portfolio in Q2 2026, its #72 holding.
SIMA Wealth Partners first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
1,706 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.