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

Smith Salley Wealth 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	$323K	Hold	1,966	–	–	0.01%	230
2026 Q1	$280K	Hold	1,966	–	–	0.01%	229
2025 Q4	$292K	Hold	1,966	–	–	0.01%	227
2025 Q3	$286K	Sell	1,966 -967	-33%	-$136K	0.01%	230
2025 Q2	$396K	Hold	2,933	–	–	0.02%	191
2025 Q1	$358K	Buy	2,933 +1,041	+55%	+$134K	0.02%	195
2024 Q4	$243K	Hold	1,892	–	–	0.02%	221
2024 Q3	$238K	Hold	1,892	–	–	0.02%	224
2024 Q2	$225K	Hold	1,892	–	–	0.02%	216
2024 Q1	$218K	Sell	1,892 -233	-11%	-$25.6K	0.02%	216
2023 Q4	$224K	Buy	+2,125	New	+$208K	0.01%	229
2023 Q1	–	Sell	-5,279	Closed	-$448K	–	229
2022 Q4	$448K	Buy	+5,279	New	+$451K	0.04%	171
2022 Q2	–	Sell	-2,289	Closed	-$231K	–	236
2022 Q1	$231K	Buy	+2,289	New	+$228K	0.02%	221

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

Smith Salley Wealth Management's ITOT Position: Q2 2026 in Review

Smith Salley Wealth Management held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 1,966 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #230.

Smith Salley Wealth Management first reported a position in ITOT in Q1 2022 and has held it in 13 quarters since. The position peaked at $448K in Q4 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Smith Salley Wealth Management held 1,966 shares of iShares Core S&P Total US Stock Market ETF worth $323K as of Q2 2026.
Smith Salley Wealth Management 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 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #230 holding.
Smith Salley Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Smith Salley Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $448K in Q4 2022.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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