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

Simplicity Wealth’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	$464K	Sell	2,824 -232	-8%	-$36.8K	0.02%	676
2026 Q1	$435K	Buy	3,056 +1,575	+106%	+$234K	0.02%	487
2025 Q4	$220K	Buy	+1,481	New	+$219K	0.01%	647
2025 Q2	–	Sell	-1,882	Closed	-$230K	–	630
2025 Q1	$230K	Buy	+1,882	New	+$243K	0.02%	486
2024 Q3	–	Sell	-1,962	Closed	-$233K	–	838
2024 Q2	$233K	Sell	1,962 -21,251	-92%	-$2.44M	0.01%	1043
2024 Q1	$2.68M	Buy	+23,213	New	+$2.55M	0.06%	295

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

Simplicity Wealth's ITOT Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 7.6% in Q2 2026, selling an estimated $36.8K and leaving 2,824 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #676.

Simplicity Wealth first reported a position in ITOT in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.68M in Q1 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Simplicity Wealth held 2,824 shares of iShares Core S&P Total US Stock Market ETF worth $464K as of Q2 2026.
Simplicity Wealth sold 232 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $36.8K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #676 holding.
Simplicity Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $2.68M in Q1 2024.
1,714 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.