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Spartan Wealth Advisory Services LLC’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$222K Buy
+1,351
New +$214K 0.02% 297

Other funds holding ITOT

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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

Spartan Wealth Advisory Services LLC's ITOT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2026: 1,351 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #297 among its holdings.

1,700 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,351 shares of iShares Core S&P Total US Stock Market ETF worth $222K as of Q2 2026.
  • iShares Core S&P Total US Stock Market ETF was a new Spartan Wealth Advisory Services LLC position in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #297 holding.
  • 1,700 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.