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

Solano Wealth Investment Advisors’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	$14.9M	Sell	90,727 -234	-0.3%	-$37.1K	6.78%	6
2026 Q1	$13M	Sell	90,961 -568	-0.6%	-$84.5K	6.46%	7
2025 Q4	$13.6M	Sell	91,529 -993	-1%	-$147K	6.74%	7
2025 Q3	$13.5M	Sell	92,522 -1,314	-1%	-$184K	6.5%	7
2025 Q2	$12.7M	Buy	93,836 +364	+0.4%	+$45.4K	6.5%	7
2025 Q1	$11.4M	Sell	93,472 -9,216	-9%	-$1.19M	7.06%	5
2024 Q4	$13.2M	Buy	+102,688	New	+$13.3M	7.94%	3

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

Solano Wealth Investment Advisors's ITOT Position: Q2 2026 in Review

Solano Wealth Investment Advisors reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.26% in Q2 2026, selling an estimated $37.1K and leaving 90,727 shares worth $14.9M. The position accounts for 6.78% of the portfolio, ranked #6.

Solano Wealth Investment Advisors first reported a position in ITOT in Q4 2024 and has held it in 7 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Solano Wealth Investment Advisors held 90,727 shares of iShares Core S&P Total US Stock Market ETF worth $14.9M as of Q2 2026.
Solano Wealth Investment Advisors sold 234 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $37.1K.
iShares Core S&P Total US Stock Market ETF made up 6.78% of Solano Wealth Investment Advisors's portfolio in Q2 2026, its #6 holding.
Solano Wealth Investment Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 7 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 Solano Wealth Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.