SVWAG
ITOT icon

Sound View Wealth Advisors Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Sound View Wealth Advisors Group’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 		$408K Hold
2,482
– – 0.03% 314
2026
Q1 		$353K Buy
2,482
+48
+2% +$7.14K 0.02% 320
2025
Q4 		$362K Hold
2,434
– – 0.02% 320
2025
Q3 		$355K Sell
2,434
-600
-20% -$84.1K 0.02% 326
2025
Q2 		$410K Buy
3,034
+18
+0.6% +$2.25K 0.03% 295
2025
Q1 		$368K Hold
3,016
– – 0.03% 306
2024
Q4 		$388K Sell
3,016
-260
-8% -$33.7K 0.03% 299
2024
Q3 		$412K Buy
+3,276
New +$397K 0.03% 288

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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

Sound View Wealth Advisors Group's ITOT Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 2,482 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #314.

Sound View Wealth Advisors Group first reported a position in ITOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $412K in Q3 2024. 1,717 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,482 shares of iShares Core S&P Total US Stock Market ETF worth $408K as of Q2 2026.
  • Sound View Wealth Advisors Group 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 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #314 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Sound View Wealth Advisors Group's iShares Core S&P Total US Stock Market ETF position peaked at $412K in Q3 2024.
  • 1,717 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.