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

SkyOak 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	$342K	Hold	2,079	–	–	0.06%	164
2026 Q1	$296K	Hold	2,079	–	–	0.05%	181
2025 Q4	$309K	Hold	2,079	–	–	0.06%	175
2025 Q3	$303K	Hold	2,079	–	–	0.06%	187
2025 Q2	$281K	Sell	2,079 -1,018	-33%	-$127K	0.06%	185
2025 Q1	$378K	Buy	3,097 +9	+0.3%	+$1.16K	0.08%	137
2024 Q4	$397K	Buy	3,088 +1,000	+48%	+$129K	0.09%	138
2024 Q3	$262K	Hold	2,088	–	–	0.06%	192
2024 Q2	$248K	Sell	2,088 -28	-1%	-$3.21K	0.06%	201
2024 Q1	$244K	Hold	2,116	–	–	0.06%	211
2023 Q4	$223K	Buy	+2,116	New	+$207K	0.06%	217

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

SkyOak Wealth's ITOT Position: Q2 2026 in Review

SkyOak Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,079 shares worth $342K. The position accounts for 0.06% of the portfolio, ranked #164.

SkyOak Wealth first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $397K in Q4 2024. 1,714 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

SkyOak Wealth held 2,079 shares of iShares Core S&P Total US Stock Market ETF worth $342K as of Q2 2026.
SkyOak Wealth 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 SkyOak Wealth's portfolio in Q2 2026, its #164 holding.
SkyOak Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
SkyOak Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $397K in Q4 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 SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.