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

Stone Summit Wealth’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	$643K	Buy	3,915 +45	+1%	+$7.14K	0.16%	86
2026 Q1	$551K	Hold	3,870	–	–	0.15%	87
2025 Q4	$575K	Sell	3,870 -301	-7%	-$44.4K	0.16%	88
2025 Q3	$608K	Hold	4,171	–	–	0.17%	88
2025 Q2	$563K	Sell	4,171 -178	-4%	-$22.2K	0.17%	94
2025 Q1	$531K	Buy	4,349 +343	+9%	+$44.2K	0.18%	90
2024 Q4	$515K	Buy	4,006 +5	+0.1%	+$647	0.17%	95
2024 Q3	$503K	Sell	4,001 -62	-2%	-$7.51K	0.16%	102
2024 Q2	$483K	Hold	4,063	–	–	0.17%	94
2024 Q1	$468K	Sell	4,063 -92	-2%	-$10.1K	0.16%	101
2023 Q4	$437K	Buy	4,155 +577	+16%	+$56.5K	0.17%	106
2023 Q3	$337K	Buy	3,578 +872	+32%	+$85.7K	0.14%	117
2023 Q2	$265K	Buy	2,706 +196	+8%	+$18.1K	0.11%	125
2023 Q1	$227K	Hold	2,510	–	–	0.1%	127
2022 Q4	$213K	Buy	+2,510	New	+$214K	0.1%	126

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

Stone Summit Wealth's ITOT Position: Q2 2026 in Review

Stone Summit Wealth increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 1.2% in Q2 2026, buying an estimated $7.14K and bringing the position to 3,915 shares worth $643K. The position accounts for 0.16% of the portfolio, ranked #86.

Stone Summit Wealth first reported a position in ITOT in Q4 2022 and has held it in 15 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Stone Summit Wealth held 3,915 shares of iShares Core S&P Total US Stock Market ETF worth $643K as of Q2 2026.
Stone Summit Wealth bought 45 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $7.14K.
iShares Core S&P Total US Stock Market ETF made up 0.16% of Stone Summit Wealth's portfolio in Q2 2026, its #86 holding.
Stone Summit Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.