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

Spire 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	$1.08M	Buy	6,559 +18	+0.3%	+$2.86K	0.03%	375
2026 Q1	$932K	Buy	6,541 +309	+5%	+$45.9K	0.03%	397
2025 Q4	$927K	Hold	6,232	–	–	0.03%	403
2025 Q3	$908K	Buy	6,232 +421	+7%	+$59K	0.03%	396
2025 Q2	$785K	Sell	5,811 -18,033	-76%	-$2.25M	0.03%	407
2025 Q1	$2.91M	Buy	23,844 +6,520	+38%	+$840K	0.09%	204
2024 Q4	$2.23M	Buy	17,324 +2,269	+15%	+$294K	0.07%	233
2024 Q3	$1.89M	Buy	15,055 +656	+5%	+$79.4K	0.06%	245
2024 Q2	$1.71M	Sell	14,399 -1,792	-11%	-$206K	0.06%	251
2024 Q1	$1.87M	Sell	16,191 -3,672	-18%	-$403K	0.03%	260
2023 Q4	$2.11M	Buy	19,863 +3,887	+24%	+$381K	0.07%	231
2023 Q3	$1.5M	Sell	15,976 -14,182	-47%	-$1.39M	0.06%	257
2023 Q2	$2.95M	Sell	30,158 -270	-0.9%	-$25K	0.11%	183
2023 Q1	$2.76M	Sell	30,428 -7,248	-19%	-$643K	0.11%	185
2022 Q4	$3.19M	Sell	37,676 -14,410	-28%	-$1.23M	0.18%	121
2022 Q3	$4.14M	Sell	52,086 -74,519	-59%	-$6.59M	0.25%	93
2022 Q2	$10.6M	Sell	126,605 -43,483	-26%	-$3.96M	0.44%	55
2022 Q1	$17.2M	Buy	170,088 +19,900	+13%	+$1.98M	0.46%	47
2021 Q4	$16.1M	Buy	150,188 +7,582	+5%	+$792K	0.36%	72
2021 Q3	$14.2M	Buy	142,606 +19,140	+16%	+$1.94M	0.38%	71
2021 Q2	$12.2M	Buy	123,466 +5,813	+5%	+$559K	0.33%	81
2021 Q1	$10.9M	Buy	+117,653	New	+$10.6M	0.29%	95

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

Spire Wealth Management's ITOT Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.28% in Q2 2026, buying an estimated $2.86K and bringing the position to 6,559 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #375.

Spire Wealth Management first reported a position in ITOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.2M in Q1 2022. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Spire Wealth Management held 6,559 shares of iShares Core S&P Total US Stock Market ETF worth $1.08M as of Q2 2026.
Spire Wealth Management bought 18 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $2.86K.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #375 holding.
Spire Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $17.2M in Q1 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 Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.