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

Smallwood Wealth Investment Management’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 		$57.1M Buy
347,654
+5,137
+1% +$815K 24.95% 1
2026
Q1 		$48.8M Sell
342,517
-3,237
-0.9% -$481K 25.71% 1
2025
Q4 		$51.4M Sell
345,754
-28,120
-8% -$4.15M 26.91% 1
2025
Q3 		$54.5M Buy
373,874
+12,739
+4% +$1.79M 27.73% 1
2025
Q2 		$48.8M Sell
361,135
-2,423
-0.7% -$302K 27.83% 1
2025
Q1 		$44.4M Buy
363,558
+10,575
+3% +$1.36M 27.93% 1
2024
Q4 		$45.4M Sell
352,983
-1,985
-0.6% -$257K 30.97% 1
2024
Q3 		$44.6M Buy
354,968
+7,552
+2% +$914K 31.81% 1
2024
Q2 		$41.3M Buy
347,416
+5,455
+2% +$626K 31.87% 1
2024
Q1 		$39.4M Sell
341,961
-2,628
-0.8% -$288K 30.56% 1
2023
Q4 		$36.3M Buy
344,589
+8,301
+2% +$814K 30.01% 1
2023
Q3 		$31.7M Buy
336,288
+8,022
+2% +$788K 28.83% 1
2023
Q2 		$32.1M Sell
328,266
-5,696
-2% -$527K 28.63% 1
2023
Q1 		$30.2M Buy
333,962
+2,024
+0.6% +$180K 28.64% 1
2022
Q4 		$28.1M Buy
331,938
+11,282
+4% +$963K 23.82% 1
2022
Q3 		$25.5M Sell
320,656
-9,623
-3% -$851K 22.92% 1
2022
Q2 		$27.7M Buy
330,279
+12,015
+4% +$1.09M 28.04% 1
2022
Q1 		$32.1M Buy
318,264
+11,167
+4% +$1.11M 30.36% 1
2021
Q4 		$32.9M Buy
+307,097
New +$32.1M 30.58% 1

Other funds holding ITOT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's ITOT Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.5% in Q2 2026, buying an estimated $815K and bringing the position to 347,654 shares worth $57.1M. The position accounts for 24.95% of the portfolio, ranked #1.

Smallwood Wealth Investment Management first reported a position in ITOT in Q4 2021 and has held it in 19 quarters since. 991 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Smallwood Wealth Investment Management held 347,654 shares of iShares Core S&P Total US Stock Market ETF worth $57.1M as of Q2 2026.
  • Smallwood Wealth Investment Management bought 5,137 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $815K.
  • iShares Core S&P Total US Stock Market ETF made up 24.95% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #1 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 991 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.