SSWM
ITOT icon

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

Strait & Sound 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 		$508K Sell
3,094
-633
-17% -$100K 0.18% 97
2026
Q1 		$531K Sell
3,727
-632
-14% -$94K 0.2% 92
2025
Q4 		$648K Hold
4,359
– – 0.24% 77
2025
Q3 		$635K Hold
4,359
– – 0.24% 79
2025
Q2 		$589K Buy
+4,359
New +$544K 0.25% 78
2025
Q1 		– Sell
-1,569
Closed -$202K – 152
2024
Q4 		$202K Buy
+1,569
New +$203K 0.09% 145

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

Strait & Sound Wealth Management's ITOT Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 17% in Q2 2026, selling an estimated $100K and leaving 3,094 shares worth $508K. The position accounts for 0.18% of the portfolio, ranked #97.

Strait & Sound Wealth Management first reported a position in ITOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $648K in Q4 2025. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Strait & Sound Wealth Management held 3,094 shares of iShares Core S&P Total US Stock Market ETF worth $508K as of Q2 2026.
  • Strait & Sound Wealth Management sold 633 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $100K.
  • iShares Core S&P Total US Stock Market ETF made up 0.18% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Strait & Sound Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Strait & Sound Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $648K in Q4 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.