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

Steinberganna 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	$43.3M	Buy	263,439 +434	+0.2%	+$68.9K	17.59%	1
2026 Q1	$37.5M	Buy	263,005 +8,299	+3%	+$1.23M	17.99%	1
2025 Q4	$37.9M	Buy	254,706 +10,591	+4%	+$1.56M	17.74%	1
2025 Q3	$35.6M	Buy	+244,115	New	+$34.2M	16.72%	1

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

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

Steinberganna Wealth Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.17% in Q2 2026, buying an estimated $68.9K and bringing the position to 263,439 shares worth $43.3M. The position accounts for 17.59% of the portfolio, ranked #1.

Steinberganna Wealth Management first reported a position in ITOT in Q3 2025 and has held it in 4 quarters since. 1,706 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Steinberganna Wealth Management held 263,439 shares of iShares Core S&P Total US Stock Market ETF worth $43.3M as of Q2 2026.
Steinberganna Wealth Management bought 434 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $68.9K.
iShares Core S&P Total US Stock Market ETF made up 17.59% of Steinberganna Wealth Management's portfolio in Q2 2026, its #1 holding.
Steinberganna Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2025 and has held it in 4 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 Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.